AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
-1.62%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$382M
AUM Growth
+$4.87M
(+1.3%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
3.64%
Top 10 Holdings %
Top 10 Hldgs %
18.98%
Holding
831
New
24
Increased
192
Reduced
182
Closed
30
Top Buys
| 1 |
Microsoft
MSFT
|
+$1.28M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$1.15M |
| 3 |
Amazon
AMZN
|
+$990K |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
+$813K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$570K |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.28M |
| 2 |
Exxon Mobil
XOM
|
+$1.07M |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
+$1.06M |
| 4 |
GE Aerospace
GE
|
+$368K |
| 5 |
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% |
