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
376
$38.7K 0.02%
3,500
+1,500
377
$38.4K 0.02%
355
378
$37K 0.01%
2,450
379
$37K 0.01%
2,719
-1,050
380
$35.7K 0.01%
+346
381
$35.4K 0.01%
+850
382
$35.3K 0.01%
250
383
$34.8K 0.01%
2,300
+400
384
$34.8K 0.01%
1,135
-355
385
$34.5K 0.01%
252
-150
386
$34.2K 0.01%
1,000
387
$32.7K 0.01%
840
388
$32.4K 0.01%
675
389
$32.3K 0.01%
767
-1,257
390
$32K 0.01%
250
391
$31.9K 0.01%
300
392
$31.6K 0.01%
+5,000
393
$30.8K 0.01%
2,140
394
$30.4K 0.01%
+300
395
$30.2K 0.01%
1,200
396
$30.1K 0.01%
1,300
-600
397
$29.8K 0.01%
+285
398
$29.2K 0.01%
400
399
$29.1K 0.01%
1,000
400
$28.9K 0.01%
2,301
+1,451
14 15
16
17 18