AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
476
$49.9K 0.01%
967
-1,269
477
$49.9K 0.01%
986
478
$49.7K 0.01%
1,960
-350
479
$48.4K 0.01%
1,793
480
$48.2K 0.01%
319
481
$47.2K 0.01%
1,000
482
$47.2K 0.01%
3,250
483
$47K 0.01%
563
484
$46.8K 0.01%
1,800
485
$46.8K 0.01%
1,707
486
$46.7K 0.01%
1,265
-1,190
487
$46.4K 0.01%
886
488
$45.9K 0.01%
300
489
$45.5K 0.01%
1,929
490
$45.5K 0.01%
5,000
-2,500
491
$45.2K 0.01%
1,992
492
$44.7K 0.01%
245
493
$43.8K 0.01%
1,200
494
$43.7K 0.01%
2,689
495
$43.7K 0.01%
352
496
$43.6K 0.01%
255
497
$43.3K 0.01%
937
498
$43.3K 0.01%
666
499
$43.1K 0.01%
1,876
500
$42.8K 0.01%
+725
18 19
20
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