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
276
$210K 0.05%
8,071
277
$209K 0.05%
6,413
+78
278
$208K 0.05%
11,603
+9,203
279
$208K 0.05%
6,663
280
$207K 0.05%
1,734
+50
281
$206K 0.05%
5,550
-110
282
$206K 0.05%
3,109
+2,650
283
$204K 0.05%
2,000
284
$202K 0.05%
2,395
285
$201K 0.05%
4,215
-300
286
$200K 0.05%
+7,927
287
$198K 0.05%
7,946
+75
288
$198K 0.05%
8,424
+2
289
$198K 0.05%
4,509
+158
290
$197K 0.05%
5,127
+1,500
291
$196K 0.05%
2,866
292
$196K 0.05%
900
293
$195K 0.05%
1,572
-20
294
$195K 0.05%
8,085
295
$193K 0.05%
3,375
-1,000
296
$192K 0.05%
2,960
297
$188K 0.05%
1,200
298
$187K 0.05%
6,679
-4,325
299
$184K 0.05%
8,490
-1,885
300
$183K 0.05%
1,337
10 11
12
13 14