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
476
$49.9K 0.01%
986
477
$49.7K 0.01%
1,960
-350
478
$48.4K 0.01%
1,793
479
$48.2K 0.01%
319
480
$47.2K 0.01%
1,000
481
$47.2K 0.01%
3,250
482
$47K 0.01%
563
483
$46.8K 0.01%
1,800
484
$46.8K 0.01%
1,707
485
$46.7K 0.01%
1,265
-1,190
486
$46.4K 0.01%
886
487
$45.9K 0.01%
300
488
$45.5K 0.01%
1,929
489
$45.5K 0.01%
5,000
-2,500
490
$45.2K 0.01%
1,992
491
$44.7K 0.01%
245
492
$43.8K 0.01%
1,200
493
$43.7K 0.01%
2,689
494
$43.7K 0.01%
352
495
$43.6K 0.01%
255
496
$43.3K 0.01%
937
497
$43.3K 0.01%
666
498
$43.1K 0.01%
1,876
499
$42.8K 0.01%
+725
500
$42K 0.01%
650
18 19
20
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