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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$2.04M
3
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.35M
5
BX icon
Blackstone
BX
+$1.06M

Top Sells

1
+$20.2M
2
+$1.13M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$840K

Sector Composition

1 Technology 14.68%
2 Financials 13.51%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$320K 0.03%
7,290
+500
302
$319K 0.03%
4,163
303
$311K 0.03%
1,400
304
$310K 0.03%
2,250
305
$304K 0.03%
9,150
+28
306
$298K 0.03%
1,117
307
$293K 0.03%
1,953
-25
308
$292K 0.03%
9,700
309
$292K 0.03%
1,103
310
$290K 0.03%
76,000
311
$289K 0.03%
16,909
-1,070
312
$289K 0.03%
837
+800
313
$287K 0.03%
7,398
-870
314
$284K 0.03%
6,080
-100
315
$284K 0.03%
2,022
-48
316
$279K 0.03%
4,775
317
$277K 0.03%
3,171
318
$276K 0.03%
4,601
-200
319
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4,056
-150
320
$273K 0.03%
3,382
321
$271K 0.03%
5,991
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322
$269K 0.03%
770
323
$268K 0.03%
3,545
-55
324
$268K 0.03%
868
325
$266K 0.02%
1,618
+75
11 12
13
14 15