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
301
$180K 0.05%
1,330
-75
302
$180K 0.04%
8,220
+5
303
$178K 0.04%
3,700
-9
304
$177K 0.04%
1,115
-100
305
$177K 0.04%
1,930
306
$176K 0.04%
3,696
-2,740
307
$176K 0.04%
2,074
+2
308
$176K 0.04%
6,841
+651
309
$176K 0.04%
2,752
310
$175K 0.04%
9,236
-2,035
311
$173K 0.04%
2,475
312
$170K 0.04%
2,258
313
$169K 0.04%
1,949
-277
314
$169K 0.04%
6,415
-275
315
$166K 0.04%
10,780
316
$164K 0.04%
900
317
$162K 0.04%
3,920
-400
318
$160K 0.04%
3,733
-158
319
$160K 0.04%
6,360
-390
320
$157K 0.04%
1,405
321
$156K 0.04%
2,570
322
$156K 0.04%
2,948
-324
323
$154K 0.04%
9,193
-2,400
324
$153K 0.04%
1,813
-600
325
$147K 0.04%
10,000
11 12
13
14 15