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
$254M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$558K
3
+$434K
4
DG icon
Dollar General
DG
+$417K
5
SPGI icon
S&P Global
SPGI
+$396K

Top Sells

1
+$422K
2
+$279K
3
+$212K
4
SWKS icon
Skyworks Solutions
SWKS
+$191K
5
HMC icon
Honda
HMC
+$185K

Sector Composition

1 Healthcare 15.26%
2 Industrials 12.33%
3 Financials 12.31%
4 Technology 10.22%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$179K 0.07%
2,355
-260
227
$176K 0.07%
10,882
-242
228
$175K 0.07%
3,156
229
$175K 0.07%
2,450
230
$172K 0.07%
3,066
-1,635
231
$170K 0.07%
2,000
232
$169K 0.07%
3,150
233
$166K 0.07%
2,460
-517
234
$165K 0.07%
1,255
235
$165K 0.07%
2,988
236
$164K 0.06%
7,598
-416
237
$161K 0.06%
2,740
+370
238
$160K 0.06%
3,375
239
$158K 0.06%
3,928
-238
240
$156K 0.06%
1,312
+42
241
$153K 0.06%
3,820
+3,715
242
$152K 0.06%
7,810
243
$152K 0.06%
3,912
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244
$152K 0.06%
1,200
245
$150K 0.06%
1,395
-50
246
$148K 0.06%
11,804
247
$146K 0.06%
10,800
248
$144K 0.06%
1,628
+16
249
$144K 0.06%
1,253
250
$138K 0.05%
1,825
8 9
10
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