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
351
$111K 0.03%
2,920
352
$107K 0.03%
4,050
353
$106K 0.03%
5,500
354
$106K 0.03%
1,048
+335
355
$105K 0.03%
2,348
356
$103K 0.03%
3,480
+100
357
$103K 0.03%
1,644
358
$102K 0.03%
1,190
-2,000
359
$102K 0.03%
2,140
360
$101K 0.03%
1,150
361
$101K 0.03%
1,816
362
$99.8K 0.02%
603
363
$99.1K 0.02%
2,308
-77
364
$98.3K 0.02%
2,269
365
$96.9K 0.02%
6,150
+1,750
366
$96.8K 0.02%
3,060
367
$96.1K 0.02%
1,545
-450
368
$95.5K 0.02%
1,345
369
$94.8K 0.02%
4,700
+3,500
370
$94.6K 0.02%
1,750
371
$93.3K 0.02%
3,367
372
$93.1K 0.02%
+2,300
373
$92.4K 0.02%
1,979
374
$92.4K 0.02%
780
375
$92K 0.02%
1,860
13 14
15
16 17