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
751
$2.73K ﹤0.01%
30
752
$2.69K ﹤0.01%
37
753
$2.64K ﹤0.01%
28
-39
754
$2.6K ﹤0.01%
80
755
$2.58K ﹤0.01%
100
-750
756
$2.35K ﹤0.01%
90
757
$2.3K ﹤0.01%
80
758
$2.2K ﹤0.01%
20
759
$2.07K ﹤0.01%
50
760
$2.05K ﹤0.01%
+105
761
$2.01K ﹤0.01%
2
762
$2.01K ﹤0.01%
35
763
$2.01K ﹤0.01%
27
764
$1.96K ﹤0.01%
36
765
$1.94K ﹤0.01%
80
766
$1.92K ﹤0.01%
150
767
$1.88K ﹤0.01%
100
768
$1.86K ﹤0.01%
52
769
$1.71K ﹤0.01%
20
770
$1.7K ﹤0.01%
100
771
$1.65K ﹤0.01%
50
772
$1.64K ﹤0.01%
55
773
$1.5K ﹤0.01%
150
-1,300
774
$1.37K ﹤0.01%
80
775
$1.25K ﹤0.01%
226
29 30
31
32 33