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
676
$7.45K ﹤0.01%
221
677
$7.42K ﹤0.01%
64
678
$7.42K ﹤0.01%
263
+1
679
$7.16K ﹤0.01%
175
680
$7.1K ﹤0.01%
130
681
$7.05K ﹤0.01%
140
-2,120
682
$7.01K ﹤0.01%
172
683
$7K ﹤0.01%
375
684
$7K ﹤0.01%
150
685
$6.9K ﹤0.01%
1,250
686
$6.78K ﹤0.01%
27
687
$6.73K ﹤0.01%
150
688
$6.64K ﹤0.01%
1,500
689
$6.63K ﹤0.01%
+125
690
$6.59K ﹤0.01%
60
691
$6.52K ﹤0.01%
130
692
$6.37K ﹤0.01%
250
693
$6.32K ﹤0.01%
69
-4
694
$6.13K ﹤0.01%
422
695
$6.11K ﹤0.01%
+1,000
696
$6.06K ﹤0.01%
250
697
$5.63K ﹤0.01%
50
698
$5.55K ﹤0.01%
200
699
$5.53K ﹤0.01%
550
700
$5.37K ﹤0.01%
350
26 27
28
29 30