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
526
$32.3K 0.01%
725
527
$31.5K 0.01%
600
528
$31.4K 0.01%
800
529
$31.1K 0.01%
586
530
$30.9K 0.01%
918
531
$30.7K 0.01%
1,000
532
$30.5K 0.01%
1,500
533
$30.4K 0.01%
207
534
$30K 0.01%
303
535
$29.9K 0.01%
444
536
$29.7K 0.01%
1,000
537
$29.2K 0.01%
+425
538
$28.9K 0.01%
1,324
-3,103
539
$28.1K 0.01%
850
540
$28K 0.01%
133
541
$27.9K 0.01%
1,106
542
$27.8K 0.01%
1,000
-250
543
$27.3K 0.01%
225
544
$27.1K 0.01%
205
545
$27K 0.01%
2,000
546
$26.9K 0.01%
463
547
$26.8K 0.01%
7,208
548
$26.7K 0.01%
683
+500
549
$26.3K 0.01%
160
-160
550
$26.1K 0.01%
1,695
-280
20 21
22
23 24