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
$268M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$507K
3
+$502K
4
MSFT icon
Microsoft
MSFT
+$440K
5
LOW icon
Lowe's Companies
LOW
+$432K

Top Sells

1
+$543K
2
+$357K
3
+$330K
4
DOC icon
Healthpeak Properties
DOC
+$247K
5
V icon
Visa
V
+$241K

Sector Composition

1 Healthcare 14.14%
2 Financials 13.9%
3 Industrials 12.44%
4 Technology 10.56%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$87.1K 0.03%
3,050
327
$85.5K 0.03%
1,170
328
$85.2K 0.03%
814
-4
329
$84.4K 0.03%
2,660
330
$82.7K 0.03%
+1,850
331
$82.2K 0.03%
1,600
332
$81.8K 0.03%
1,080
333
$77.7K 0.03%
1,148
-116
334
$77.5K 0.03%
480
335
$76.9K 0.03%
385
336
$76K 0.03%
5,000
337
$74.1K 0.03%
5,033
338
$73.4K 0.03%
700
-3,070
339
$73.2K 0.03%
825
340
$72.9K 0.03%
935
-50
341
$72K 0.03%
2,070
+1
342
$72K 0.03%
1,000
343
$71.8K 0.03%
1,683
-1,376
344
$71.7K 0.03%
3,000
345
$71.4K 0.03%
1,700
-500
346
$68.9K 0.03%
2,550
+400
347
$68.3K 0.03%
1,610
+94
348
$68.3K 0.03%
1,000
349
$68.1K 0.03%
+4,791
350
$68.1K 0.03%
1,945
+150
12 13
14
15 16