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
801
– –
-400
802
– –
-100
803
– –
-1,000
804
– –
-100
805
– –
-1,225
806
– –
-3,000
807
– –
-600
808
– –
-200
809
– –
-1,635
810
– –
-780
811
– –
-1,550
812
– –
-521
813
– –
-150
814
– –
-1,300
815
– –
-85
816
– –
-140
817
– –
-280
818
– –
-110
819
– –
-105
820
– –
-300
821
– –
-100
822
– –
-12
823
– –
-146
824
– –
-5,450
825
– –
-290
30 31 32
33
34