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
151
$614K 0.16%
11,288
+850
152
$614K 0.16%
10,071
153
$607K 0.16%
16,000
154
$597K 0.16%
4,569
-75
155
$593K 0.16%
14,241
156
$587K 0.15%
16,200
157
$574K 0.15%
11,167
+200
158
$571K 0.15%
3,520
+1,035
159
$565K 0.15%
8,107
160
$549K 0.14%
3,948
+23
161
$548K 0.14%
3,715
+214
162
$540K 0.14%
10,015
+20
163
$537K 0.14%
20,000
+1,000
164
$531K 0.14%
3,768
-177
165
$530K 0.14%
8,600
166
$528K 0.14%
41,480
+800
167
$514K 0.13%
31,170
+60
168
$512K 0.13%
16,991
-804
169
$508K 0.13%
10,809
-100
170
$505K 0.13%
11,527
-117
171
$504K 0.13%
7,968
-160
172
$498K 0.13%
6,068
+874
173
$493K 0.13%
8,857
+620
174
$492K 0.13%
4,150
175
$491K 0.13%
3,690
-54
5 6
7
8 9