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
$401M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.96M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
FOXA icon
Fox Class A
FOXA
+$1.02M

Top Sells

1
+$1.87M
2
+$908K
3
+$432K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$324K
5
DLTR icon
Dollar Tree
DLTR
+$310K

Sector Composition

1 Financials 14.49%
2 Healthcare 12.12%
3 Technology 10.89%
4 Industrials 9.55%
5 Communication Services 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$291K 0.07%
5,324
227
$288K 0.07%
3,056
228
$284K 0.07%
4,870
-285
229
$284K 0.07%
9,193
+16
230
$283K 0.07%
7,779
+1,025
231
$276K 0.07%
8,156
+231
232
$272K 0.07%
4,113
-233
233
$271K 0.07%
5,465
234
$269K 0.07%
2,256
235
$268K 0.07%
370
-170
236
$267K 0.07%
2,716
-956
237
$262K 0.07%
3,130
238
$259K 0.06%
1,480
+100
239
$258K 0.06%
4,345
+250
240
$256K 0.06%
1,637
-20
241
$256K 0.06%
5,430
-2,597
242
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243
$255K 0.06%
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244
$253K 0.06%
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245
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246
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5,622
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247
$250K 0.06%
7,800
248
$247K 0.06%
1,450
+555
249
$245K 0.06%
1,409
250
$243K 0.06%
27,625
-1,250
8 9
10
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