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
326
$142K 0.04%
7,302
-69
327
$140K 0.04%
1,383
-165
328
$139K 0.03%
2,875
329
$136K 0.03%
5,700
330
$135K 0.03%
3,775
331
$132K 0.03%
5,710
+625
332
$130K 0.03%
2,915
-299
333
$129K 0.03%
2,700
334
$128K 0.03%
2,246
335
$127K 0.03%
12,000
336
$126K 0.03%
3,600
+850
337
$126K 0.03%
4,602
338
$123K 0.03%
9,455
339
$123K 0.03%
3,637
+100
340
$122K 0.03%
2,750
-100
341
$120K 0.03%
4,096
342
$120K 0.03%
5,478
+6
343
$118K 0.03%
2,750
344
$115K 0.03%
2,050
345
$115K 0.03%
10,122
+450
346
$115K 0.03%
2,355
-425
347
$113K 0.03%
619
-632
348
$112K 0.03%
315
349
$112K 0.03%
1,555
+75
350
$111K 0.03%
+6,000
12 13
14
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