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
26
$3.07M 0.8%
17,244
-100
27
$3.03M 0.79%
27,761
+20
28
$2.95M 0.77%
34,823
+6,715
29
$2.9M 0.76%
96,684
-74
30
$2.88M 0.75%
6,964
31
$2.7M 0.71%
43,351
-2,875
32
$2.6M 0.68%
24,888
-113
33
$2.56M 0.67%
17,440
+1,013
34
$2.54M 0.67%
16,491
+826
35
$2.53M 0.66%
14,775
+2,602
36
$2.48M 0.65%
1,194
-9
37
$2.45M 0.64%
19,038
-1,192
38
$2.37M 0.62%
23,827
+1,400
39
$2.36M 0.62%
133,965
+23,343
40
$2.32M 0.61%
51,946
+1,191
41
$2.29M 0.6%
28,921
-525
42
$2.28M 0.6%
53,258
+422
43
$2.27M 0.59%
47,707
44
$2.14M 0.56%
10,022
-105
45
$2.14M 0.56%
43,050
46
$2.14M 0.56%
44,092
+3
47
$2.13M 0.56%
9,870
+93
48
$2.1M 0.55%
26,466
-524
49
$2.05M 0.54%
39,481
+78
50
$2.05M 0.54%
18,641
-109
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2
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