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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$2.04M
3
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.35M
5
BX icon
Blackstone
BX
+$1.06M

Top Sells

1
+$20.2M
2
+$1.13M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$840K

Sector Composition

1 Technology 14.68%
2 Financials 13.51%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$499K 0.05%
1,633
252
$498K 0.05%
22,203
253
$498K 0.05%
13,667
254
$496K 0.05%
1,972
+52
255
$492K 0.05%
3,334
+52
256
$490K 0.05%
11,842
-2,238
257
$484K 0.05%
3,519
258
$481K 0.04%
1,966
+90
259
$481K 0.04%
13,754
260
$475K 0.04%
11,158
+200
261
$474K 0.04%
957
+15
262
$472K 0.04%
9,291
-42
263
$472K 0.04%
2,296
+1
264
$471K 0.04%
5,866
-200
265
$471K 0.04%
2,716
266
$465K 0.04%
7,530
267
$463K 0.04%
4,235
268
$448K 0.04%
1,583
269
$448K 0.04%
2,440
-12
270
$448K 0.04%
20,373
+3,254
271
$443K 0.04%
12,435
272
$441K 0.04%
7,379
+1,000
273
$438K 0.04%
5,591
+10
274
$436K 0.04%
5,612
-175
275
$414K 0.04%
6,110
9 10
11
12 13