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
$382M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.15M
3
+$990K
4
WBA
Walgreens Boots Alliance
WBA
+$813K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$570K

Top Sells

1
+$1.28M
2
+$1.07M
3
+$1.06M
4
GE icon
GE Aerospace
GE
+$368K
5
VOD icon
Vodafone
VOD
+$307K

Sector Composition

1 Financials 13.81%
2 Healthcare 12.26%
3 Technology 11.04%
4 Industrials 9.87%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$331K 0.09%
3,201
227
$329K 0.09%
7,638
+6,633
228
$326K 0.09%
5,240
+4,533
229
$325K 0.09%
6,540
+6,300
230
$320K 0.08%
28,875
+27,075
231
$318K 0.08%
9,159
+2,061
232
$316K 0.08%
5,175
233
$312K 0.08%
5,375
-990
234
$306K 0.08%
1,475
235
$305K 0.08%
3,867
236
$303K 0.08%
2,740
-400
237
$301K 0.08%
3,794
-87
238
$299K 0.08%
5,500
+5,100
239
$296K 0.08%
+9,000
240
$295K 0.08%
3,107
+80
241
$294K 0.08%
6,660
+3
242
$292K 0.08%
12,008
+800
243
$290K 0.08%
6,194
+4,634
244
$290K 0.08%
10,140
-135
245
$289K 0.08%
11,676
-504
246
$288K 0.08%
1,302
-45
247
$284K 0.07%
30,000
248
$284K 0.07%
1,525
-5
249
$284K 0.07%
5,705
-100
250
$282K 0.07%
16,800
-1,500
8 9
10
11 12