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
276
$104K 0.04%
+7,917
277
$104K 0.04%
+1,651
278
$102K 0.04%
+993
279
$102K 0.04%
+10,800
280
$101K 0.04%
+3,375
281
$100K 0.04%
+1,443
282
$98.8K 0.04%
+1,989
283
$97.8K 0.04%
+2,092
284
$95.7K 0.04%
+1,630
285
$94.9K 0.04%
+3,059
286
$94.5K 0.04%
+1,135
287
$94.2K 0.04%
+10,300
288
$93.2K 0.04%
+1,290
289
$90.4K 0.04%
+4,270
290
$82.5K 0.03%
+2,024
291
$81.8K 0.03%
+5,033
292
$81.2K 0.03%
+2,000
293
$80.8K 0.03%
+1,467
294
$79.7K 0.03%
+1,466
295
$77.7K 0.03%
+2,840
296
$77K 0.03%
+6,000
297
$76K 0.03%
+925
298
$76K 0.03%
+2,860
299
$75.3K 0.03%
+1,090
300
$73.9K 0.03%
+700
10 11
12
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