AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
51
$2.04M 0.53%
59,716
-2,145
52
$2.03M 0.53%
25,269
+111
53
$1.99M 0.52%
14,658
-586
54
$1.95M 0.51%
17,115
+877
55
$1.86M 0.49%
99,906
56
$1.85M 0.48%
28,286
+12,415
57
$1.84M 0.48%
35,176
-994
58
$1.81M 0.47%
39,484
-800
59
$1.8M 0.47%
16,748
+454
60
$1.78M 0.47%
24,940
-400
61
$1.76M 0.46%
8,532
+125
62
$1.74M 0.45%
18,618
-150
63
$1.7M 0.45%
61,058
-662
64
$1.67M 0.44%
10,386
-135
65
$1.64M 0.43%
12,013
-7,795
66
$1.61M 0.42%
35,251
+2,628
67
$1.6M 0.42%
38,274
+4,312
68
$1.59M 0.42%
23,983
-1,005
69
$1.56M 0.41%
148,350
+37,842
70
$1.55M 0.41%
23,839
+2,105
71
$1.54M 0.4%
10,028
+1,870
72
$1.46M 0.38%
21,020
+4,529
73
$1.46M 0.38%
22,496
-250
74
$1.45M 0.38%
9,093
+259
75
$1.43M 0.37%
22,092
-5,692
1 2
3
4 5