AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$6.81M
3
+$5.71M
4
T icon
AT&T
T
+$5.03M
5
GE icon
GE Aerospace
GE
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.8%
2 Financials 12.79%
3 Industrials 12.25%
4 Technology 11.28%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$171K 0.07%
+4,340
227
$162K 0.07%
+5,700
228
$162K 0.07%
+4,166
229
$156K 0.06%
+1,255
230
$156K 0.06%
+1,405
231
$155K 0.06%
+2,450
232
$154K 0.06%
+1,445
233
$154K 0.06%
+10,465
234
$148K 0.06%
+1,270
235
$147K 0.06%
+3,410
236
$147K 0.06%
+3,156
237
$146K 0.06%
+7,810
238
$145K 0.06%
+11,804
239
$144K 0.06%
+3,065
240
$143K 0.06%
+4,661
241
$141K 0.06%
+1,200
242
$141K 0.06%
+10,800
243
$138K 0.06%
+1,253
244
$137K 0.06%
+3,565
245
$136K 0.06%
+2,039
246
$135K 0.06%
+1,612
247
$135K 0.06%
+11,275
248
$132K 0.05%
+3,115
249
$132K 0.05%
+1,554
250
$132K 0.05%
+2,705
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