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
601
$13.9K ﹤0.01%
165
602
$13.8K ﹤0.01%
200
603
$13.8K ﹤0.01%
300
604
$13.6K ﹤0.01%
600
605
$13.6K ﹤0.01%
+175
606
$13.5K ﹤0.01%
247
607
$13.4K ﹤0.01%
255
-115
608
$13.3K ﹤0.01%
152
609
$13.1K ﹤0.01%
124
610
$12.7K ﹤0.01%
200
611
$12.7K ﹤0.01%
1,000
612
$12.4K ﹤0.01%
185
613
$12.1K ﹤0.01%
100
614
$12.1K ﹤0.01%
700
615
$11.9K ﹤0.01%
450
616
$11.7K ﹤0.01%
10
617
$11.6K ﹤0.01%
405
618
$11.5K ﹤0.01%
2,780
619
$11.5K ﹤0.01%
500
620
$11.5K ﹤0.01%
600
621
$11.3K ﹤0.01%
150
-300
622
$11.3K ﹤0.01%
344
623
$11.2K ﹤0.01%
203
624
$11K ﹤0.01%
300
625
$10.9K ﹤0.01%
180
-205
23 24
25
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