AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.45M
3
+$1.44M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.05M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$838K

Top Sells

1
+$725K
2
+$440K
3
+$338K
4
TEN
Tenneco Inc. Class A Voting Common Stock
TEN
+$322K
5
AAP icon
Advance Auto Parts
AAP
+$309K

Sector Composition

1 Financials 13.87%
2 Healthcare 12.59%
3 Industrials 10.42%
4 Technology 10.06%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$476K 0.13%
19,000
177
$475K 0.13%
5,194
+769
178
$475K 0.13%
4,150
179
$470K 0.12%
7,022
+707
180
$462K 0.12%
20,700
+2,300
181
$455K 0.12%
735
-30
182
$452K 0.12%
4,311
+3
183
$448K 0.12%
12,951
+101
184
$443K 0.12%
3,000
185
$442K 0.12%
2,890
-145
186
$442K 0.12%
16,670
+430
187
$439K 0.12%
40,680
+4,560
188
$439K 0.12%
2,485
+815
189
$437K 0.12%
12,936
-223
190
$429K 0.11%
6,365
-100
191
$424K 0.11%
7,900
+1,000
192
$423K 0.11%
3,479
+840
193
$421K 0.11%
8,237
+2,445
194
$419K 0.11%
1,833
+282
195
$415K 0.11%
3,561
-12
196
$414K 0.11%
4,204
+195
197
$408K 0.11%
6,177
+1
198
$407K 0.11%
19,137
+11,782
199
$406K 0.11%
15,300
+1,000
200
$403K 0.11%
2,046
6 7
8
9 10