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
201
$269K 0.09%
1,986
+5
202
$267K 0.09%
4,110
-149
203
$264K 0.09%
5,115
204
$263K 0.09%
1,407
+12
205
$263K 0.09%
10,956
+75
206
$261K 0.09%
1,634
207
$259K 0.09%
6,450
-80
208
$257K 0.09%
4,350
209
$257K 0.09%
7,200
+500
210
$254K 0.09%
4,495
211
$253K 0.09%
8,000
212
$253K 0.09%
1,670
-250
213
$250K 0.09%
18,126
214
$245K 0.08%
1,840
+57
215
$245K 0.08%
7,600
+7,100
216
$244K 0.08%
25,607
+43
217
$242K 0.08%
7,000
+400
218
$240K 0.08%
2,700
219
$240K 0.08%
13,700
-1,000
220
$239K 0.08%
5,725
-300
221
$226K 0.08%
1,827
+6
222
$221K 0.08%
3,250
+2,850
223
$221K 0.08%
1,460
-15
224
$221K 0.08%
3,316
225
$219K 0.08%
3,262
7 8
9
10 11