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
326
$56.7K 0.02%
+590
327
$56.6K 0.02%
+525
328
$56K 0.02%
+556
329
$55.3K 0.02%
+915
330
$55.1K 0.02%
+3,000
331
$54.5K 0.02%
+3,450
332
$54.2K 0.02%
+1,000
333
$54.1K 0.02%
+300
334
$53.3K 0.02%
+402
335
$52.5K 0.02%
+480
336
$51.4K 0.02%
+1,500
337
$50.9K 0.02%
+627
338
$49.9K 0.02%
+1,490
339
$49.6K 0.02%
+260
340
$49.6K 0.02%
+807
341
$49.1K 0.02%
+1,500
342
$49.1K 0.02%
+1,200
343
$48.6K 0.02%
+3,723
344
$48.3K 0.02%
+1,800
345
$47.7K 0.02%
+164
346
$46.9K 0.02%
+2,700
347
$46.1K 0.02%
+2,335
348
$45.3K 0.02%
+300
349
$45K 0.02%
+1,000
350
$44.9K 0.02%
+1,600
12 13
14
15 16