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
601
$14K ﹤0.01%
102
602
$13.9K ﹤0.01%
165
603
$13.8K ﹤0.01%
200
604
$13.8K ﹤0.01%
300
605
$13.6K ﹤0.01%
600
606
$13.6K ﹤0.01%
+175
607
$13.5K ﹤0.01%
247
608
$13.4K ﹤0.01%
255
-115
609
$13.3K ﹤0.01%
152
610
$13.1K ﹤0.01%
124
611
$12.7K ﹤0.01%
200
612
$12.7K ﹤0.01%
1,000
613
$12.4K ﹤0.01%
185
614
$12.1K ﹤0.01%
100
615
$12.1K ﹤0.01%
700
616
$11.9K ﹤0.01%
450
617
$11.7K ﹤0.01%
10
618
$11.6K ﹤0.01%
405
619
$11.5K ﹤0.01%
2,780
620
$11.5K ﹤0.01%
500
621
$11.5K ﹤0.01%
600
622
$11.3K ﹤0.01%
150
-300
623
$11.3K ﹤0.01%
344
624
$11.2K ﹤0.01%
203
625
$11K ﹤0.01%
300
23 24
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