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
626
$10.9K ﹤0.01%
1,000
627
$10.9K ﹤0.01%
236
-12
628
$10.7K ﹤0.01%
376
629
$10.3K ﹤0.01%
150
630
$10.1K ﹤0.01%
105
631
$10.1K ﹤0.01%
1,680
+432
632
$10K ﹤0.01%
+25
633
$9.97K ﹤0.01%
100
634
$9.86K ﹤0.01%
125
635
$9.85K ﹤0.01%
100
636
$9.79K ﹤0.01%
+226
637
$9.79K ﹤0.01%
130
638
$9.75K ﹤0.01%
+150
639
$9.75K ﹤0.01%
500
640
$9.71K ﹤0.01%
223
641
$9.7K ﹤0.01%
100
642
$9.67K ﹤0.01%
75
643
$9.56K ﹤0.01%
180
644
$9.53K ﹤0.01%
214
-5
645
$9.25K ﹤0.01%
400
646
$9.16K ﹤0.01%
63
647
$9.09K ﹤0.01%
204
648
$8.91K ﹤0.01%
47
649
$8.91K ﹤0.01%
47
650
$8.85K ﹤0.01%
180
24 25
26
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