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
776
$1.06K ﹤0.01%
30
777
$988 ﹤0.01%
250
778
$958 ﹤0.01%
200
779
$945 ﹤0.01%
500
780
$848 ﹤0.01%
10
781
$840 ﹤0.01%
200
782
$814 ﹤0.01%
17
783
$728 ﹤0.01%
20
784
$696 ﹤0.01%
20
785
$668 ﹤0.01%
22
786
$617 ﹤0.01%
21
787
$596 ﹤0.01%
16
788
$546 ﹤0.01%
33
789
$504 ﹤0.01%
15
790
$455 ﹤0.01%
8
791
$421 ﹤0.01%
16
792
$293 ﹤0.01%
10
793
$210 ﹤0.01%
6
794
$206 ﹤0.01%
1
-1
795
$189 ﹤0.01%
13
796
$183 ﹤0.01%
8
797
$153 ﹤0.01%
5
798
$91 ﹤0.01%
4
799
$86 ﹤0.01%
8
800
– –
-400
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