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
376
$30.8K 0.01%
+2,282
377
$30.4K 0.01%
+1,200
378
$30.1K 0.01%
+650
379
$29.4K 0.01%
+400
380
$29.1K 0.01%
+675
381
$29K 0.01%
+740
382
$28.8K 0.01%
+1,400
383
$28.2K 0.01%
+1,000
384
$27.7K 0.01%
+1,400
385
$27.6K 0.01%
+300
386
$27.3K 0.01%
+908
387
$27K 0.01%
+319
388
$26.4K 0.01%
+1,868
389
$26K 0.01%
+1,125
390
$25.9K 0.01%
+2,400
391
$25.6K 0.01%
+840
392
$25.4K 0.01%
+589
393
$25.3K 0.01%
+900
394
$25K 0.01%
+226
395
$25K 0.01%
+1,000
396
$24.9K 0.01%
+315
397
$24.9K 0.01%
+3,169
398
$24.7K 0.01%
+448
399
$24.7K 0.01%
+200
400
$24.3K 0.01%
+875
14 15
16
17 18