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
501
$42K 0.01%
650
502
$41.9K 0.01%
986
503
$41.8K 0.01%
1,000
504
$41.5K 0.01%
346
505
$41.5K 0.01%
923
-12
506
$41.5K 0.01%
225
507
$41.3K 0.01%
1,740
508
$40.8K 0.01%
7,507
509
$39.7K 0.01%
1,273
510
$39.5K 0.01%
1,050
511
$39.3K 0.01%
645
512
$39.3K 0.01%
558
513
$38K 0.01%
340
514
$37.8K 0.01%
+655
515
$37.6K 0.01%
1,121
516
$37.3K 0.01%
1,008
517
$36.7K 0.01%
750
518
$36.4K 0.01%
225
519
$35.3K 0.01%
1,000
-250
520
$35.3K 0.01%
1,277
521
$35.1K 0.01%
800
522
$34.3K 0.01%
1,346
+1,300
523
$34.2K 0.01%
3,169
524
$33.5K 0.01%
337
+37
525
$32.5K 0.01%
1,800
19 20
21
22 23