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
$268M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$507K
3
+$502K
4
MSFT icon
Microsoft
MSFT
+$440K
5
LOW icon
Lowe's Companies
LOW
+$432K

Top Sells

1
+$543K
2
+$357K
3
+$330K
4
DOC icon
Healthpeak Properties
DOC
+$247K
5
V icon
Visa
V
+$241K

Sector Composition

1 Healthcare 14.14%
2 Financials 13.9%
3 Industrials 12.44%
4 Technology 10.56%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$127K 0.05%
1,967
277
$125K 0.05%
8,151
+351
278
$125K 0.05%
2,462
279
$124K 0.05%
+1,040
280
$123K 0.05%
780
281
$123K 0.05%
2,400
282
$123K 0.05%
3,950
-3,149
283
$121K 0.05%
400
284
$121K 0.05%
3,145
285
$120K 0.04%
19,925
286
$119K 0.04%
4,095
287
$118K 0.04%
575
-60
288
$117K 0.04%
+690
289
$117K 0.04%
+5,280
290
$116K 0.04%
3,865
+300
291
$114K 0.04%
8,750
+500
292
$114K 0.04%
5,684
+4,590
293
$113K 0.04%
3,528
-301
294
$113K 0.04%
+2,420
295
$110K 0.04%
1,667
+860
296
$110K 0.04%
819
-134
297
$110K 0.04%
880
+180
298
$110K 0.04%
5,432
+4
299
$108K 0.04%
1,243
300
$108K 0.04%
1,100
10 11
12
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