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
426
$74.7K 0.02%
3,391
427
$74.4K 0.02%
1,300
428
$74.2K 0.02%
800
-200
429
$74.2K 0.02%
1,236
+1,146
430
$72.7K 0.02%
1,456
431
$72.6K 0.02%
3,500
432
$71.9K 0.02%
640
-700
433
$71.8K 0.02%
2,258
-1,200
434
$71.6K 0.02%
665
435
$71.4K 0.02%
3,072
+2
436
$70.8K 0.02%
5,033
437
$69.8K 0.02%
2,903
438
$69.4K 0.02%
1,650
439
$68.3K 0.02%
797
440
$68.1K 0.02%
1,850
-3,500
441
$67.9K 0.02%
935
-75
442
$67.9K 0.02%
3,360
-350
443
$66.5K 0.02%
550
444
$66.5K 0.02%
1,100
445
$66.4K 0.02%
1,159
+216
446
$66.1K 0.02%
2,232
+2
447
$65.1K 0.02%
478
448
$63.7K 0.02%
1,000
449
$62.9K 0.02%
375
+175
450
$60.9K 0.02%
1,183
16 17
18
19 20