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
276
$225K 0.06%
4,100
-800
277
$221K 0.06%
13,700
278
$220K 0.06%
8,486
+825
279
$218K 0.06%
8,750
+4,800
280
$217K 0.06%
9,902
281
$217K 0.06%
4,812
+2,500
282
$217K 0.06%
1,600
283
$216K 0.06%
2,981
284
$216K 0.06%
3,325
+2,000
285
$215K 0.06%
3,130
-100
286
$213K 0.06%
11,420
+45
287
$210K 0.06%
2,083
288
$210K 0.06%
4,157
+2,422
289
$209K 0.05%
3,003
-759
290
$208K 0.05%
7,400
291
$208K 0.05%
8,450
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292
$208K 0.05%
5,924
+4,000
293
$208K 0.05%
2,015
294
$207K 0.05%
4,407
-445
295
$207K 0.05%
+2,600
296
$201K 0.05%
1,096
+65
297
$201K 0.05%
3,198
298
$200K 0.05%
2,501
-150
299
$199K 0.05%
8,099
300
$198K 0.05%
7,942
10 11
12
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