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
326
$65.1K 0.03%
3,247
+912
327
$64.5K 0.03%
2,550
328
$63.6K 0.03%
5,948
-2,586
329
$63.3K 0.03%
511
330
$62.8K 0.02%
5,532
331
$62.6K 0.02%
+3,850
332
$62K 0.02%
5,500
+4,000
333
$61.7K 0.02%
1,795
+295
334
$61.6K 0.02%
3,000
335
$59.7K 0.02%
1,000
336
$59.2K 0.02%
3,264
-125
337
$56.1K 0.02%
757
-50
338
$56K 0.02%
3,450
339
$55.9K 0.02%
1,500
340
$55.5K 0.02%
3,676
-47
341
$55.2K 0.02%
1,653
+1
342
$55.1K 0.02%
1,000
343
$54.1K 0.02%
285
+25
344
$54K 0.02%
5,900
345
$53.6K 0.02%
1,200
346
$52.8K 0.02%
480
347
$52.8K 0.02%
2,150
+550
348
$51.6K 0.02%
1,045
-585
349
$51K 0.02%
1,000
350
$50K 0.02%
300
12 13
14
15 16