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
351
$49.8K 0.02%
1,800
352
$49.8K 0.02%
870
+500
353
$49.7K 0.02%
740
-185
354
$49.6K 0.02%
300
355
$47.2K 0.02%
590
356
$47.2K 0.02%
1,900
-800
357
$47K 0.02%
164
358
$46.3K 0.02%
1,000
359
$45.7K 0.02%
403
+103
360
$45.5K 0.02%
1,285
+120
361
$44.5K 0.02%
549
362
$44.2K 0.02%
7,507
363
$44.1K 0.02%
2,300
364
$43.8K 0.02%
800
365
$42.9K 0.02%
1,350
-200
366
$42.7K 0.02%
+1,329
367
$42.3K 0.02%
1,408
+500
368
$41.7K 0.02%
+6,800
369
$41.1K 0.02%
3,222
-1,100
370
$40.9K 0.02%
300
371
$40.3K 0.02%
1,040
372
$39.9K 0.02%
1,250
373
$39.6K 0.02%
920
374
$39.4K 0.02%
300
375
$39.1K 0.02%
1,121
13 14
15
16 17