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
201
$413K 0.11%
19,793
-1,265
202
$408K 0.11%
3,479
203
$408K 0.11%
16,670
204
$405K 0.11%
4,747
+314
205
$403K 0.11%
700
-35
206
$400K 0.1%
4,204
207
$398K 0.1%
7,152
+1,650
208
$393K 0.1%
9,356
209
$392K 0.1%
6,796
-226
210
$387K 0.1%
9,615
-310
211
$383K 0.1%
2,087
+41
212
$382K 0.1%
2,370
213
$378K 0.1%
4,200
+2,215
214
$373K 0.1%
10,953
-97
215
$372K 0.1%
3,325
-236
216
$371K 0.1%
2,335
+80
217
$367K 0.1%
7,048
+948
218
$349K 0.09%
4,800
+75
219
$348K 0.09%
23,632
+12,093
220
$344K 0.09%
15,660
221
$344K 0.09%
6,721
+3,311
222
$338K 0.09%
22,806
223
$337K 0.09%
11,435
-100
224
$337K 0.09%
34,875
-2,000
225
$332K 0.09%
5,040
7 8
9
10 11