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
1
$17.7M 4.63%
225,350
+6,840
2
$11.2M 2.94%
93,893
-665
3
$9.01M 2.36%
98,666
+13,996
4
$5.61M 1.47%
43,770
+1,132
5
$5.18M 1.36%
21,398
+1,804
6
$4.9M 1.28%
65,688
-14,303
7
$4.87M 1.28%
20,293
-45
8
$4.77M 1.25%
113,780
+4,916
9
$4.7M 1.23%
64,920
+13,680
10
$4.57M 1.2%
169,777
+7,003
11
$4.52M 1.18%
86,784
-1,527
12
$4.51M 1.18%
22,620
+410
13
$4.33M 1.13%
32,207
-570
14
$4.33M 1.13%
45,707
-594
15
$4.32M 1.13%
83,740
+22,300
16
$4.18M 1.09%
132,817
+14,129
17
$3.82M 1%
49,316
+1,703
18
$3.81M 1%
79,753
+565
19
$3.78M 0.99%
37,591
+1,291
20
$3.52M 0.92%
10,743
-16
21
$3.23M 0.85%
95,956
+3,142
22
$3.22M 0.84%
36,742
-11
23
$3.17M 0.83%
37,686
-600
24
$3.16M 0.83%
52,736
-750
25
$3.09M 0.81%
71,040
+2,796
1
2 3 4 5