AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
76
$1.42M 0.37%
50,995
-11,052
77
$1.4M 0.37%
13,614
+244
78
$1.4M 0.37%
51,510
+750
79
$1.37M 0.36%
26,622
-64
80
$1.34M 0.35%
9,158
+774
81
$1.33M 0.35%
11,735
-300
82
$1.3M 0.34%
19,251
+5,731
83
$1.29M 0.34%
9,503
-227
84
$1.28M 0.34%
20,577
+2,530
85
$1.28M 0.33%
16,304
-16,340
86
$1.27M 0.33%
29,030
-670
87
$1.25M 0.33%
40,680
+288
88
$1.25M 0.33%
21,658
-345
89
$1.22M 0.32%
23,458
-194
90
$1.22M 0.32%
15,706
91
$1.2M 0.32%
34,418
+815
92
$1.19M 0.31%
6,958
+65
93
$1.16M 0.3%
6,650
+355
94
$1.16M 0.3%
28,882
-2,150
95
$1.15M 0.3%
15,584
+3,333
96
$1.13M 0.3%
4,490
+580
97
$1.12M 0.29%
39,189
+2,717
98
$1.12M 0.29%
13,735
-400
99
$1.09M 0.28%
14,988
-669
100
$1.08M 0.28%
13,439
+875
2 3
4
5 6