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
626
$10.9K ﹤0.01%
180
-205
627
$10.9K ﹤0.01%
1,000
628
$10.9K ﹤0.01%
236
-12
629
$10.7K ﹤0.01%
376
630
$10.3K ﹤0.01%
150
631
$10.1K ﹤0.01%
105
632
$10.1K ﹤0.01%
1,680
+432
633
$10K ﹤0.01%
+25
634
$9.97K ﹤0.01%
100
635
$9.86K ﹤0.01%
125
636
$9.85K ﹤0.01%
100
637
$9.79K ﹤0.01%
+226
638
$9.79K ﹤0.01%
130
639
$9.75K ﹤0.01%
+150
640
$9.75K ﹤0.01%
500
641
$9.71K ﹤0.01%
223
642
$9.7K ﹤0.01%
100
643
$9.67K ﹤0.01%
75
644
$9.56K ﹤0.01%
180
645
$9.53K ﹤0.01%
214
-5
646
$9.25K ﹤0.01%
400
647
$9.16K ﹤0.01%
63
648
$9.09K ﹤0.01%
204
649
$8.91K ﹤0.01%
47
650
$8.91K ﹤0.01%
47
24 25
26
27 28