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
276
$113K 0.04%
986
+893
277
$110K 0.04%
1,745
-100
278
$110K 0.04%
5,075
+1,775
279
$109K 0.04%
1,502
-149
280
$109K 0.04%
+400
281
$108K 0.04%
2,897
282
$108K 0.04%
2,066
+600
283
$103K 0.04%
1,234
+607
284
$101K 0.04%
7,750
-3,525
285
$99.5K 0.04%
8,065
-2,400
286
$99K 0.04%
10,300
287
$97.6K 0.04%
3,059
288
$96.6K 0.04%
7,223
-694
289
$95.6K 0.04%
1,500
+200
290
$95.4K 0.04%
+1,337
291
$95.2K 0.04%
+724
292
$93.8K 0.04%
1,075
-250
293
$92.5K 0.04%
1,135
294
$92K 0.04%
1,290
295
$91.6K 0.04%
1,443
296
$84.8K 0.03%
5,033
297
$84.3K 0.03%
700
298
$80.7K 0.03%
2,000
299
$80.5K 0.03%
6,000
-4,800
300
$80.1K 0.03%
1,700
-850
10 11
12
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