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
301
$73K 0.03%
+2,750
302
$72.3K 0.03%
+4,040
303
$71.9K 0.03%
+1,000
304
$71.6K 0.03%
+1,300
305
$71.5K 0.03%
+2,550
306
$71.1K 0.03%
+480
307
$70.6K 0.03%
+5,532
308
$70.4K 0.03%
+4,322
309
$68.3K 0.03%
+1,246
310
$67.7K 0.03%
+965
311
$66.7K 0.03%
+630
312
$66.1K 0.03%
+1,148
313
$65.2K 0.03%
+1,700
314
$64.6K 0.03%
+650
315
$64.5K 0.03%
+1,652
316
$64.1K 0.03%
+1,000
317
$64K 0.03%
+3,778
318
$63.3K 0.03%
+3,300
319
$62.6K 0.03%
+1,000
320
$62.3K 0.03%
+1,717
321
$61.7K 0.03%
+1,130
322
$61K 0.03%
+2,067
323
$60.8K 0.02%
+511
324
$60.3K 0.02%
+5,900
325
$60.1K 0.02%
+3,389
11 12
13
14 15