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
426
$74.4K 0.02%
1,300
427
$74.2K 0.02%
800
-200
428
$74.2K 0.02%
1,236
+1,146
429
$72.7K 0.02%
1,456
430
$72.6K 0.02%
3,500
431
$71.9K 0.02%
640
-700
432
$71.8K 0.02%
2,258
-1,200
433
$71.6K 0.02%
665
434
$71.4K 0.02%
3,072
+2
435
$70.8K 0.02%
5,033
436
$69.8K 0.02%
2,903
437
$69.4K 0.02%
1,650
438
$68.3K 0.02%
797
439
$68.1K 0.02%
1,850
-3,500
440
$67.9K 0.02%
935
-75
441
$67.9K 0.02%
3,360
-350
442
$66.5K 0.02%
550
443
$66.5K 0.02%
1,100
444
$66.4K 0.02%
1,159
+216
445
$66.1K 0.02%
2,232
+2
446
$65.1K 0.02%
478
447
$63.7K 0.02%
1,000
448
$62.9K 0.02%
375
+175
449
$60.9K 0.02%
1,183
450
$60.6K 0.02%
1,200
16 17
18
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