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
251
$138K 0.05%
1,355
-50
252
$138K 0.05%
+3,950
253
$138K 0.05%
26,112
-890
254
$136K 0.05%
3,000
255
$136K 0.05%
2,425
-3,450
256
$134K 0.05%
3,565
257
$133K 0.05%
1,554
258
$131K 0.05%
2,476
259
$131K 0.05%
4,774
-990
260
$131K 0.05%
2,039
261
$126K 0.05%
1,967
-22
262
$125K 0.05%
3,513
-100
263
$125K 0.05%
3,410
264
$125K 0.05%
870
265
$124K 0.05%
1,920
-70
266
$123K 0.05%
5,423
+4
267
$122K 0.05%
2,960
-1,380
268
$121K 0.05%
2,355
-710
269
$120K 0.05%
624
+20
270
$120K 0.05%
4,014
-2,853
271
$119K 0.05%
4,667
+6
272
$115K 0.05%
2,400
273
$115K 0.05%
4,150
-1,500
274
$115K 0.05%
3,145
+100
275
$114K 0.04%
4,742
+472
9 10
11
12 13