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
351
$44.4K 0.02%
+2,300
352
$42.9K 0.02%
+1,900
353
$41.9K 0.02%
+549
354
$41.8K 0.02%
+7,507
355
$41.7K 0.02%
+920
356
$41.7K 0.02%
+300
357
$40.8K 0.02%
+1,040
358
$40.6K 0.02%
+300
359
$40.6K 0.02%
+1,165
360
$39.4K 0.02%
+355
361
$39.4K 0.02%
+1,250
362
$39K 0.02%
+1,550
363
$38.7K 0.02%
+2,450
364
$38.4K 0.02%
+1,121
365
$37.4K 0.02%
+800
366
$36.7K 0.02%
+500
367
$35.8K 0.01%
+3,769
368
$34.6K 0.01%
+325
369
$34.3K 0.01%
+250
370
$33.8K 0.01%
+250
371
$33.8K 0.01%
+1,000
372
$33.4K 0.01%
+803
373
$32.5K 0.01%
+1,900
374
$32K 0.01%
+280
375
$31.6K 0.01%
+300
13 14
15
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