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
551
$25.4K 0.01%
656
552
$25.2K 0.01%
445
+4
553
$24.4K 0.01%
448
554
$23.8K 0.01%
200
555
$23.6K 0.01%
6,000
556
$23.4K 0.01%
+200
557
$23.2K 0.01%
250
+50
558
$23.1K 0.01%
2,000
559
$22.7K 0.01%
1,200
560
$21.9K 0.01%
1,178
561
$21.9K 0.01%
300
562
$21.3K 0.01%
2,400
563
$21.3K 0.01%
233
564
$21.1K 0.01%
2,304
+1
565
$20.8K 0.01%
400
566
$20.6K 0.01%
500
-205
567
$19.7K 0.01%
1,162
-12
568
$19.5K 0.01%
500
569
$19.5K 0.01%
132
570
$19.5K 0.01%
608
-249
571
$19.1K 0.01%
364
572
$19K 0.01%
503
-200
573
$18.7K ﹤0.01%
+500
574
$18.7K ﹤0.01%
155
575
$18.6K ﹤0.01%
229
21 22
23
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