AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$1.23M
3
+$978K
4
WBA
Walgreens Boots Alliance
WBA
+$887K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$574K

Top Sells

1
+$1.28M
2
+$1.14M
3
+$1.11M
4
GE icon
GE Aerospace
GE
+$422K
5
HBI
Hanesbrands
HBI
+$340K

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
401
$90.1K 0.02%
8,472
+8,310
402
$89.1K 0.02%
780
403
$88.7K 0.02%
1,148
404
$88.5K 0.02%
1,017
-10
405
$87.6K 0.02%
914
-329
406
$87.4K 0.02%
5,532
407
$86.8K 0.02%
2,500
-100
408
$86.2K 0.02%
805
+705
409
$86K 0.02%
4,400
410
$84.6K 0.02%
2,396
+916
411
$84.2K 0.02%
1,729
-40
412
$84.2K 0.02%
5,200
-750
413
$83.9K 0.02%
1,798
414
$82.9K 0.02%
1,546
415
$82.8K 0.02%
1,250
416
$81.8K 0.02%
1,241
417
$81.8K 0.02%
+5,000
418
$80.1K 0.02%
3,100
419
$79.9K 0.02%
1,000
420
$79.1K 0.02%
360
421
$78.4K 0.02%
3,080
422
$78.3K 0.02%
1,219
423
$77.2K 0.02%
5,000
424
$75.3K 0.02%
2,550
-3,680
425
$74.7K 0.02%
3,391
15 16
17
18 19