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
251
$242K 0.06%
1,432
+130
252
$241K 0.06%
4,150
253
$240K 0.06%
4,596
-1,119
254
$239K 0.06%
1,258
255
$239K 0.06%
4,400
+25
256
$239K 0.06%
4,612
+100
257
$239K 0.06%
2,910
+150
258
$237K 0.06%
825
+465
259
$233K 0.06%
1,958
260
$229K 0.06%
4,200
261
$229K 0.06%
1,400
+300
262
$229K 0.06%
4,190
-225
263
$226K 0.06%
25,080
+64
264
$224K 0.06%
5,924
265
$224K 0.06%
2,946
+465
266
$224K 0.06%
5,413
-6,615
267
$222K 0.06%
8,985
268
$219K 0.05%
1,390
-35
269
$219K 0.05%
1,598
270
$217K 0.05%
8,820
-318
271
$216K 0.05%
5,199
-397
272
$215K 0.05%
3,225
273
$214K 0.05%
3,927
-1,338
274
$211K 0.05%
7,300
-1,000
275
$211K 0.05%
1,922
-238
9 10
11
12 13