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
551
$25.6K 0.01%
337
+2
552
$25.4K 0.01%
656
553
$25.2K 0.01%
445
+4
554
$24.4K 0.01%
448
555
$23.8K 0.01%
200
556
$23.6K 0.01%
6,000
557
$23.4K 0.01%
+200
558
$23.2K 0.01%
250
+50
559
$23.1K 0.01%
2,000
560
$22.7K 0.01%
1,200
561
$21.9K 0.01%
1,178
562
$21.9K 0.01%
300
563
$21.3K 0.01%
2,400
564
$21.3K 0.01%
233
565
$21.1K 0.01%
2,304
+1
566
$20.8K 0.01%
400
567
$20.6K 0.01%
500
-205
568
$19.7K 0.01%
1,162
-12
569
$19.5K 0.01%
500
570
$19.5K 0.01%
132
571
$19.5K 0.01%
608
-249
572
$19.1K 0.01%
364
573
$19K 0.01%
503
-200
574
$18.7K ﹤0.01%
+500
575
$18.7K ﹤0.01%
155
21 22
23
24 25