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
176
$484K 0.13%
3,000
177
$481K 0.13%
5,580
-900
178
$478K 0.13%
4,982
-65
179
$474K 0.12%
6,478
+301
180
$472K 0.12%
4,976
-100
181
$457K 0.12%
23,656
+13,442
182
$455K 0.12%
4,211
-100
183
$452K 0.12%
9,887
-551
184
$452K 0.12%
22,312
+13,108
185
$451K 0.12%
20,292
+977
186
$451K 0.12%
16,455
-396
187
$450K 0.12%
2,128
+1,600
188
$448K 0.12%
12,318
+3,456
189
$446K 0.12%
15,033
-54
190
$443K 0.12%
21,717
+12,550
191
$440K 0.12%
2,830
+292
192
$439K 0.11%
1,925
+92
193
$435K 0.11%
12,852
-99
194
$432K 0.11%
2,815
-75
195
$428K 0.11%
21,384
+12,100
196
$428K 0.11%
22,503
+12,700
197
$426K 0.11%
6,500
+600
198
$419K 0.11%
12,510
-203
199
$418K 0.11%
12,649
-287
200
$417K 0.11%
7,900
6 7
8
9 10