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
251
$131K 0.05%
+2,476
252
$130K 0.05%
+27,002
253
$129K 0.05%
+870
254
$129K 0.05%
+8,014
255
$128K 0.05%
+1,375
256
$127K 0.05%
+2,550
257
$126K 0.05%
+2,370
258
$125K 0.05%
+1,825
259
$121K 0.05%
+5,764
260
$121K 0.05%
+8,534
261
$118K 0.05%
+3,000
262
$116K 0.05%
+1,990
263
$115K 0.05%
+2,440
264
$115K 0.05%
+5,419
265
$115K 0.05%
+3,613
266
$114K 0.05%
+3,150
267
$114K 0.05%
+604
268
$113K 0.05%
+5,650
269
$112K 0.05%
+1,325
270
$112K 0.05%
+2,400
271
$109K 0.04%
+3,045
272
$107K 0.04%
+1,845
273
$107K 0.04%
+2,897
274
$107K 0.04%
+3,032
275
$106K 0.04%
+5,787
9 10
11
12 13