AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
+$4.14M
2
+$1.06M
3
+$1.02M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$920K
5
ALLY icon
Ally Financial
ALLY
+$737K

Top Sells

1
+$376K
2
+$306K
3
+$243K
4
GES icon
Guess Inc
GES
+$202K
5
ACM icon
Aecom
ACM
+$192K

Sector Composition

1 Healthcare 14.79%
2 Financials 14.2%
3 Industrials 11.59%
4 Technology 10.67%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$342K 0.12%
10,750
177
$336K 0.12%
3,000
178
$331K 0.11%
863
179
$326K 0.11%
5,386
-125
180
$325K 0.11%
7,590
+800
181
$323K 0.11%
+4,745
182
$321K 0.11%
6,360
+36
183
$318K 0.11%
9,475
184
$317K 0.11%
5,390
+1,100
185
$311K 0.11%
6,316
-100
186
$306K 0.11%
13,314
+336
187
$303K 0.1%
7,974
188
$301K 0.1%
9,290
+1,115
189
$299K 0.1%
8,400
-5,400
190
$294K 0.1%
5,720
+2,440
191
$293K 0.1%
30,000
192
$290K 0.1%
2,145
-210
193
$288K 0.1%
3,700
194
$282K 0.1%
2,006
+156
195
$279K 0.1%
3,427
+70
196
$277K 0.1%
19,100
197
$275K 0.09%
20,072
198
$273K 0.09%
2,455
-25
199
$272K 0.09%
2,293
200
$271K 0.09%
3,033
6 7
8
9 10