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
451
$60.6K 0.02%
1,200
452
$60.6K 0.02%
5,657
+792
453
$59.7K 0.02%
225
454
$58.5K 0.02%
+959
455
$58.4K 0.02%
650
456
$58.2K 0.02%
2,140
457
$57.9K 0.02%
2,712
+4
458
$57.9K 0.02%
914
-166
459
$57.2K 0.02%
366
460
$56.6K 0.01%
1,800
461
$56.3K 0.01%
1,090
462
$55.4K 0.01%
2,100
463
$55K 0.01%
714
464
$54.9K 0.01%
1,057
465
$54K 0.01%
397
466
$53.8K 0.01%
713
467
$52.6K 0.01%
1,100
468
$52.6K 0.01%
2,831
+1,437
469
$52.4K 0.01%
621
+2
470
$52.4K 0.01%
1,537
471
$51.3K 0.01%
3,000
-3,069
472
$50.8K 0.01%
607
473
$50.5K 0.01%
1,000
474
$50.2K 0.01%
480
475
$50K 0.01%
320
17 18
19
20 21