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
376
$105K 0.03%
910
+229
377
$105K 0.03%
4,050
378
$104K 0.03%
9,500
+620
379
$104K 0.03%
999
+337
380
$104K 0.03%
3,250
+700
381
$103K 0.03%
2,485
+59
382
$103K 0.03%
3,023
383
$103K 0.03%
300
384
$100K 0.03%
888
-300
385
$98.5K 0.03%
4,010
386
$98.4K 0.03%
600
387
$98K 0.03%
1,500
388
$96.9K 0.03%
1,049
389
$96.5K 0.03%
1,512
390
$96.2K 0.03%
2,192
+404
391
$95.9K 0.03%
1,764
+310
392
$95.6K 0.03%
10,300
393
$95.5K 0.03%
629
+150
394
$95.3K 0.02%
22,007
+16,966
395
$94.2K 0.02%
1,902
396
$92.6K 0.02%
1,412
+1,036
397
$92.6K 0.02%
1,979
398
$92.3K 0.02%
1,200
399
$90.8K 0.02%
1,850
400
$90.3K 0.02%
603
14 15
16
17 18