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
251
$278K 0.07%
16,900
+16,650
252
$275K 0.07%
2,512
+1,400
253
$273K 0.07%
6,400
-1,600
254
$272K 0.07%
2,470
-100
255
$270K 0.07%
25,200
-50
256
$264K 0.07%
20,072
257
$258K 0.07%
16,010
-3,100
258
$255K 0.07%
4,095
+300
259
$255K 0.07%
3,053
-100
260
$253K 0.07%
3,995
261
$253K 0.07%
4,031
-100
262
$253K 0.07%
25,830
+60
263
$246K 0.06%
4,200
+2,200
264
$246K 0.06%
13,625
+2,500
265
$241K 0.06%
11,567
266
$239K 0.06%
9,820
267
$237K 0.06%
6,954
268
$236K 0.06%
4,655
-4,555
269
$235K 0.06%
3,775
-56
270
$235K 0.06%
1,657
-25
271
$231K 0.06%
1,140
272
$230K 0.06%
4,577
-870
273
$229K 0.06%
1,820
274
$227K 0.06%
2,669
275
$226K 0.06%
9,450
-4,000
9 10
11
12 13