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
651
$8.85K ﹤0.01%
180
652
$8.75K ﹤0.01%
+275
653
$8.72K ﹤0.01%
375
654
$8.65K ﹤0.01%
+150
655
$8.63K ﹤0.01%
1,058
656
$8.61K ﹤0.01%
184
657
$8.59K ﹤0.01%
155
658
$8.59K ﹤0.01%
100
659
$8.57K ﹤0.01%
+400
660
$8.55K ﹤0.01%
100
661
$8.42K ﹤0.01%
352
662
$8.3K ﹤0.01%
119
663
$8.29K ﹤0.01%
240
664
$8.16K ﹤0.01%
347
-417
665
$8.15K ﹤0.01%
400
666
$8.02K ﹤0.01%
200
667
$7.88K ﹤0.01%
408
668
$7.88K ﹤0.01%
179
669
$7.76K ﹤0.01%
155
670
$7.7K ﹤0.01%
200
-600
671
$7.68K ﹤0.01%
250
672
$7.64K ﹤0.01%
140
673
$7.57K ﹤0.01%
100
674
$7.54K ﹤0.01%
514
675
$7.51K ﹤0.01%
146
25 26
27
28 29