AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
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
726
$4.11K ﹤0.01%
302
+2
727
$4.03K ﹤0.01%
100
728
$3.76K ﹤0.01%
86
729
$3.7K ﹤0.01%
72
730
$3.69K ﹤0.01%
50
731
$3.65K ﹤0.01%
250
732
$3.63K ﹤0.01%
500
733
$3.63K ﹤0.01%
170
734
$3.61K ﹤0.01%
107
+1
735
$3.6K ﹤0.01%
116
-13
736
$3.6K ﹤0.01%
109
737
$3.6K ﹤0.01%
125
738
$3.6K ﹤0.01%
50
739
$3.55K ﹤0.01%
40
740
$3.36K ﹤0.01%
234
-55
741
$3.3K ﹤0.01%
58
742
$3.27K ﹤0.01%
105
743
$3.24K ﹤0.01%
63
-54
744
$3.11K ﹤0.01%
68
745
$3.03K ﹤0.01%
700
746
$2.97K ﹤0.01%
300
-139
747
$2.89K ﹤0.01%
21
748
$2.84K ﹤0.01%
50
749
$2.83K ﹤0.01%
200
750
$2.76K ﹤0.01%
100
28 29
30
31 32