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
101
$1.06M 0.28%
14,822
-2,067
102
$1.05M 0.28%
10,370
-2,800
103
$1.04M 0.27%
9,209
-50
104
$1.03M 0.27%
15,219
+1,660
105
$1M 0.26%
24,524
106
$996K 0.26%
17,982
+6,526
107
$967K 0.25%
21,212
-456
108
$960K 0.25%
6,899
+1,835
109
$955K 0.25%
17,192
-75
110
$938K 0.25%
3,490
111
$930K 0.24%
12,339
+74
112
$929K 0.24%
61,692
+1,301
113
$928K 0.24%
14,158
-260
114
$918K 0.24%
10,896
-100
115
$917K 0.24%
4,865
+328
116
$910K 0.24%
8,755
+350
117
$894K 0.23%
5,586
-33
118
$875K 0.23%
31,884
+13,634
119
$870K 0.23%
50,340
+5,792
120
$854K 0.22%
12,300
+1,900
121
$854K 0.22%
14,396
-99
122
$847K 0.22%
87,367
+4,000
123
$837K 0.22%
18,924
+1,673
124
$818K 0.21%
8,157
+221
125
$816K 0.21%
15,740
+200
3 4
5
6 7