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
726
$4.03K ﹤0.01%
100
727
$3.76K ﹤0.01%
86
728
$3.7K ﹤0.01%
72
729
$3.69K ﹤0.01%
50
730
$3.65K ﹤0.01%
250
731
$3.63K ﹤0.01%
500
732
$3.63K ﹤0.01%
170
733
$3.61K ﹤0.01%
107
+1
734
$3.6K ﹤0.01%
116
-13
735
$3.6K ﹤0.01%
109
736
$3.6K ﹤0.01%
125
737
$3.6K ﹤0.01%
50
738
$3.55K ﹤0.01%
40
739
$3.36K ﹤0.01%
234
-55
740
$3.3K ﹤0.01%
58
741
$3.27K ﹤0.01%
105
742
$3.24K ﹤0.01%
63
-54
743
$3.11K ﹤0.01%
68
744
$3.03K ﹤0.01%
700
745
$2.97K ﹤0.01%
300
-139
746
$2.89K ﹤0.01%
21
747
$2.84K ﹤0.01%
50
748
$2.83K ﹤0.01%
200
749
$2.76K ﹤0.01%
100
750
$2.73K ﹤0.01%
30
28 29
30
31 32