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
$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
1
$11.7M 4.03%
147,127
+11,533
2
$8.15M 2.8%
91,651
+500
3
$6.83M 2.35%
83,254
-1,594
4
$5.42M 1.86%
172,560
-2,715
5
$5.25M 1.8%
36,727
+1,620
6
$5.21M 1.79%
41,863
+2,617
7
$5.2M 1.79%
78,929
-1,137
8
$4.14M 1.42%
85,013
-283
9
$4.14M 1.42%
98,939
+98,839
10
$3.65M 1.25%
32,198
-224
11
$3.6M 1.24%
43,847
-1,166
12
$3.44M 1.18%
17,607
+55
13
$3.41M 1.17%
43,385
+4,035
14
$3.38M 1.16%
94,012
+1,540
15
$3.33M 1.14%
19,986
+1,130
16
$3.15M 1.08%
29,710
-20
17
$3.1M 1.07%
27,746
+1,820
18
$3.03M 1.04%
37,999
+275
19
$2.93M 1.01%
69,030
+723
20
$2.92M 1%
44,821
+308
21
$2.86M 0.98%
39,236
-5,150
22
$2.85M 0.98%
78,899
-670
23
$2.81M 0.97%
86,606
+2,709
24
$2.68M 0.92%
23,777
+200
25
$2.58M 0.89%
51,816
-1,039
1
2 3 4 5