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
701
$5.29K ﹤0.01%
300
702
$5.23K ﹤0.01%
1,000
703
$5.22K ﹤0.01%
100
704
$5.21K ﹤0.01%
100
705
$5.2K ﹤0.01%
75
-100
706
$5.07K ﹤0.01%
117
707
$5.01K ﹤0.01%
145
708
$4.99K ﹤0.01%
+75
709
$4.9K ﹤0.01%
100
710
$4.88K ﹤0.01%
42
711
$4.87K ﹤0.01%
35
712
$4.82K ﹤0.01%
80
713
$4.75K ﹤0.01%
92
714
$4.71K ﹤0.01%
200
715
$4.55K ﹤0.01%
73
716
$4.52K ﹤0.01%
500
717
$4.46K ﹤0.01%
+500
718
$4.46K ﹤0.01%
100
719
$4.45K ﹤0.01%
100
720
$4.4K ﹤0.01%
200
721
$4.24K ﹤0.01%
100
722
$4.21K ﹤0.01%
55
723
$4.16K ﹤0.01%
147
724
$4.14K ﹤0.01%
1,500
725
$4.11K ﹤0.01%
302
+2
27 28
29
30 31