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
126
$814K 0.21%
11,122
-957
127
$798K 0.21%
17,169
+102
128
$796K 0.21%
19,915
-275
129
$777K 0.2%
36,887
+17,750
130
$763K 0.2%
4,810
+1,469
131
$753K 0.2%
32,895
132
$749K 0.2%
3,918
+160
133
$714K 0.19%
16,325
-800
134
$711K 0.19%
2,703
135
$698K 0.18%
6,987
+50
136
$695K 0.18%
28,214
137
$694K 0.18%
6,575
-235
138
$688K 0.18%
8,555
-75
139
$687K 0.18%
4,386
-50
140
$684K 0.18%
54,295
+4,225
141
$683K 0.18%
4,982
-100
142
$676K 0.18%
31,700
+11,000
143
$672K 0.18%
8,069
-345
144
$662K 0.17%
1,895
-110
145
$659K 0.17%
1,950
+145
146
$650K 0.17%
1,200
+101
147
$649K 0.17%
7,482
+68
148
$648K 0.17%
44,602
+27,202
149
$638K 0.17%
13,072
+208
150
$621K 0.16%
5,859
+2,484
4 5
6
7 8