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
351
$68K 0.03%
3,778
352
$68K 0.03%
511
353
$67.4K 0.03%
1,246
354
$67.1K 0.03%
1,000
355
$65.5K 0.02%
1,655
+1
356
$63.9K 0.02%
3,500
357
$63.8K 0.02%
1,397
+1,280
358
$63.4K 0.02%
5,532
359
$62.1K 0.02%
650
360
$60.6K 0.02%
578
-200
361
$59.4K 0.02%
1,200
362
$59.2K 0.02%
1,704
+1,590
363
$58.7K 0.02%
5,000
+3,200
364
$58.2K 0.02%
590
365
$57.4K 0.02%
3,676
366
$56.5K 0.02%
164
367
$55.7K 0.02%
3,850
368
$55.6K 0.02%
2,717
-350
369
$55.1K 0.02%
2,875
+950
370
$54.6K 0.02%
2,350
371
$54.5K 0.02%
300
372
$54.1K 0.02%
+2,073
373
$54.1K 0.02%
1,800
374
$53.7K 0.02%
920
375
$53.3K 0.02%
575
-1,645
13 14
15
16 17