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
376
$52.4K 0.02%
1,000
377
$52.4K 0.02%
5,000
378
$51.8K 0.02%
360
379
$51K 0.02%
480
380
$49.7K 0.02%
355
381
$49.2K 0.02%
2,229
-20
382
$47.9K 0.02%
760
-300
383
$47.3K 0.02%
1,000
384
$46.5K 0.02%
757
385
$46.3K 0.02%
549
386
$45.5K 0.02%
7,507
387
$45.3K 0.02%
1,300
388
$44.8K 0.02%
2,315
+7
389
$43.8K 0.02%
1,000
390
$43.4K 0.02%
740
391
$42K 0.02%
1,350
392
$41.8K 0.02%
510
-65
393
$41.8K 0.02%
1,200
394
$41.2K 0.02%
6,000
+500
395
$41.1K 0.02%
1,100
-185
396
$41K 0.02%
800
-100
397
$38.8K 0.01%
3,587
+418
398
$38.8K 0.01%
346
399
$38.6K 0.01%
750
400
$38.4K 0.01%
588
14 15
16
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