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
651
$8.75K ﹤0.01%
+275
652
$8.72K ﹤0.01%
375
653
$8.65K ﹤0.01%
+150
654
$8.63K ﹤0.01%
1,058
655
$8.61K ﹤0.01%
184
656
$8.59K ﹤0.01%
155
657
$8.59K ﹤0.01%
100
658
$8.57K ﹤0.01%
+400
659
$8.55K ﹤0.01%
100
660
$8.42K ﹤0.01%
352
661
$8.3K ﹤0.01%
119
662
$8.29K ﹤0.01%
240
663
$8.16K ﹤0.01%
347
-417
664
$8.15K ﹤0.01%
400
665
$8.02K ﹤0.01%
200
666
$7.88K ﹤0.01%
408
667
$7.88K ﹤0.01%
179
668
$7.76K ﹤0.01%
155
669
$7.7K ﹤0.01%
200
-600
670
$7.68K ﹤0.01%
250
671
$7.64K ﹤0.01%
140
672
$7.57K ﹤0.01%
100
673
$7.54K ﹤0.01%
514
674
$7.51K ﹤0.01%
146
675
$7.47K ﹤0.01%
600
25 26
27
28 29