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
351
$126K 0.03%
2,044
352
$126K 0.03%
1,780
353
$126K 0.03%
6,815
-16,448
354
$124K 0.03%
9,455
+9,400
355
$124K 0.03%
3,000
356
$123K 0.03%
1,235
-400
357
$123K 0.03%
1,684
358
$123K 0.03%
2,105
+623
359
$123K 0.03%
2,350
+100
360
$123K 0.03%
4,290
+640
361
$123K 0.03%
356
+324
362
$117K 0.03%
1,065
-290
363
$117K 0.03%
3,095
364
$116K 0.03%
805
365
$116K 0.03%
2,052
366
$115K 0.03%
8,400
367
$114K 0.03%
970
+200
368
$112K 0.03%
6,319
369
$111K 0.03%
6,330
+2,552
370
$111K 0.03%
935
-140
371
$110K 0.03%
2,920
372
$109K 0.03%
5,456
+5
373
$109K 0.03%
470
-15
374
$108K 0.03%
2,050
375
$106K 0.03%
1,998
+198
13 14
15
16 17