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
401
$90.2K 0.02%
740
402
$90.1K 0.02%
8,472
+8,310
403
$89.1K 0.02%
780
404
$88.7K 0.02%
1,148
405
$88.5K 0.02%
1,017
-10
406
$87.6K 0.02%
914
-329
407
$87.4K 0.02%
5,532
408
$86.8K 0.02%
2,500
-100
409
$86.2K 0.02%
805
+705
410
$86K 0.02%
4,400
411
$84.6K 0.02%
2,396
+916
412
$84.2K 0.02%
1,729
-40
413
$84.2K 0.02%
5,200
-750
414
$83.9K 0.02%
1,798
415
$82.9K 0.02%
1,546
416
$82.8K 0.02%
1,250
417
$81.8K 0.02%
1,241
418
$81.8K 0.02%
+5,000
419
$80.1K 0.02%
3,100
420
$79.9K 0.02%
1,000
421
$79.1K 0.02%
360
422
$78.4K 0.02%
3,080
423
$78.3K 0.02%
1,219
424
$77.2K 0.02%
5,000
425
$75.3K 0.02%
255
-368
15 16
17
18 19