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
326
$159K 0.04%
2,477
327
$158K 0.04%
10,000
328
$158K 0.04%
+2,700
329
$156K 0.04%
3,084
330
$154K 0.04%
11,466
331
$153K 0.04%
655
+15
332
$152K 0.04%
2,600
333
$149K 0.04%
2,424
334
$149K 0.04%
1,337
335
$146K 0.04%
16,350
336
$145K 0.04%
5,475
337
$145K 0.04%
+5,700
338
$142K 0.04%
2,950
-105
339
$142K 0.04%
1,887
340
$141K 0.04%
2,475
341
$141K 0.04%
1,505
-712
342
$141K 0.04%
3,736
+217
343
$139K 0.04%
+900
344
$139K 0.04%
2,625
345
$136K 0.04%
3,840
346
$134K 0.04%
2,016
347
$134K 0.04%
1,949
-271
348
$133K 0.03%
4,837
+401
349
$129K 0.03%
2,476
350
$127K 0.03%
7,556
+180
12 13
14
15 16