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
301
$198K 0.05%
2,398
-5
302
$197K 0.05%
8,158
+95
303
$196K 0.05%
2,866
-600
304
$191K 0.05%
3,000
-550
305
$184K 0.05%
3,075
-250
306
$184K 0.05%
2,760
-15
307
$183K 0.05%
8,300
-7,000
308
$181K 0.05%
1,300
-225
309
$180K 0.05%
900
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310
$180K 0.05%
10,250
-285
311
$179K 0.05%
2,690
312
$178K 0.05%
3,272
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313
$175K 0.05%
5,110
-200
314
$175K 0.05%
2,000
+1,800
315
$171K 0.04%
4,352
316
$169K 0.04%
1,592
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317
$168K 0.04%
6,750
318
$166K 0.04%
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319
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8,167
+3
320
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8,201
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321
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1,945
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322
$162K 0.04%
62,800
-8,500
323
$161K 0.04%
2,068
+1,902
324
$159K 0.04%
4,236
325
$159K 0.04%
1,148
11 12
13
14 15