AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$1.08M
3
+$1M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$917K
5
ALLY icon
Ally Financial
ALLY
+$770K

Top Sells

1
+$368K
2
+$306K
3
+$239K
4
GES
Guess Inc
GES
+$223K
5
ACM icon
Aecom
ACM
+$197K

Sector Composition

1 Healthcare 14.79%
2 Financials 14.2%
3 Industrials 11.59%
4 Technology 10.66%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$408K 0.14%
3,234
-370
152
$406K 0.14%
1,705
-20
153
$403K 0.14%
4,989
-100
154
$400K 0.14%
2,923
-200
155
$394K 0.14%
30,292
-210
156
$394K 0.14%
17,400
+12,600
157
$394K 0.14%
13,350
+400
158
$387K 0.13%
1,775
-250
159
$384K 0.13%
9,667
-1,114
160
$383K 0.13%
12,180
-721
161
$383K 0.13%
2,582
+305
162
$381K 0.13%
795
-40
163
$376K 0.13%
1,405
164
$376K 0.13%
23,769
-2,199
165
$374K 0.13%
23,630
+730
166
$372K 0.13%
17,900
+13,550
167
$370K 0.13%
4,910
+35
168
$370K 0.13%
3,085
-50
169
$363K 0.12%
10,905
-490
170
$361K 0.12%
14,050
+172
171
$355K 0.12%
3,914
+17
172
$351K 0.12%
5,680
+4,180
173
$350K 0.12%
23,600
174
$350K 0.12%
9,891
+107
175
$344K 0.12%
12,488
+1,705
5 6
7
8 9