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
501
$41.9K 0.01%
986
502
$41.8K 0.01%
1,000
503
$41.5K 0.01%
346
504
$41.5K 0.01%
923
-12
505
$41.5K 0.01%
225
506
$41.3K 0.01%
1,740
507
$40.8K 0.01%
7,507
508
$39.7K 0.01%
1,273
509
$39.5K 0.01%
1,050
510
$39.3K 0.01%
645
511
$39.3K 0.01%
558
512
$38K 0.01%
340
513
$37.8K 0.01%
+655
514
$37.6K 0.01%
1,121
515
$37.3K 0.01%
1,008
516
$36.7K 0.01%
750
517
$36.4K 0.01%
225
518
$35.3K 0.01%
1,000
-250
519
$35.3K 0.01%
1,277
520
$35.1K 0.01%
800
521
$34.3K 0.01%
1,346
+1,300
522
$34.2K 0.01%
3,169
523
$33.5K 0.01%
337
+37
524
$32.5K 0.01%
1,800
525
$32.3K 0.01%
725
19 20
21
22 23