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
776
$1.16K ﹤0.01%
100
777
$1.06K ﹤0.01%
30
778
$988 ﹤0.01%
250
779
$958 ﹤0.01%
200
780
$945 ﹤0.01%
500
781
$848 ﹤0.01%
10
782
$840 ﹤0.01%
200
783
$814 ﹤0.01%
17
784
$728 ﹤0.01%
20
785
$696 ﹤0.01%
20
786
$668 ﹤0.01%
22
787
$617 ﹤0.01%
21
788
$596 ﹤0.01%
16
789
$546 ﹤0.01%
33
790
$504 ﹤0.01%
15
791
$455 ﹤0.01%
8
792
$421 ﹤0.01%
16
793
$293 ﹤0.01%
10
794
$210 ﹤0.01%
6
795
$206 ﹤0.01%
1
-1
796
$189 ﹤0.01%
13
797
$183 ﹤0.01%
8
798
$153 ﹤0.01%
5
799
$91 ﹤0.01%
4
800
$86 ﹤0.01%
8
30 31
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33 34