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
526
$31.5K 0.01%
600
527
$31.4K 0.01%
800
528
$31.1K 0.01%
586
529
$30.9K 0.01%
918
530
$30.7K 0.01%
1,000
531
$30.5K 0.01%
1,500
532
$30.4K 0.01%
207
533
$30K 0.01%
303
534
$29.9K 0.01%
444
535
$29.7K 0.01%
1,000
536
$29.2K 0.01%
+425
537
$28.9K 0.01%
1,324
-3,103
538
$28.1K 0.01%
850
539
$28K 0.01%
133
540
$27.9K 0.01%
1,106
541
$27.8K 0.01%
1,000
-250
542
$27.3K 0.01%
225
543
$27.1K 0.01%
205
544
$27K 0.01%
2,000
545
$26.9K 0.01%
463
546
$26.8K 0.01%
7,208
547
$26.7K 0.01%
683
+500
548
$26.3K 0.01%
160
-160
549
$26.1K 0.01%
1,695
-280
550
$25.6K 0.01%
337
+2
20 21
22
23 24