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
301
$79.9K 0.03%
1,467
302
$79.5K 0.03%
1,700
303
$79.4K 0.03%
480
304
$78.6K 0.03%
3,050
+300
305
$78.1K 0.03%
+778
306
$77.9K 0.03%
1,090
307
$77.7K 0.03%
1,000
308
$76.6K 0.03%
2,660
-200
309
$75.7K 0.03%
4,040
310
$74.5K 0.03%
965
311
$74.3K 0.03%
+780
312
$73.9K 0.03%
707
+151
313
$73.6K 0.03%
1,717
314
$71.7K 0.03%
630
315
$71.1K 0.03%
1,991
+1,793
316
$70.3K 0.03%
1,354
+1,064
317
$69.3K 0.03%
1,246
318
$68.5K 0.03%
1,637
+834
319
$67.8K 0.03%
1,148
320
$67.7K 0.03%
600
+75
321
$67.4K 0.03%
1,060
-70
322
$66.9K 0.03%
3,778
323
$66.8K 0.03%
2,069
+2
324
$65.8K 0.03%
6,000
325
$65.8K 0.03%
650
11 12
13
14 15