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
$401M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.97M
3
+$1.46M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
FOXA icon
Fox Class A
FOXA
+$1.08M

Top Sells

1
+$1.8M
2
+$883K
3
+$439K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$310K
5
CI icon
Cigna
CI
+$307K

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
376
$91.3K 0.02%
1,000
377
$90.6K 0.02%
1,753
+50
378
$89.8K 0.02%
1,070
+35
379
$88.8K 0.02%
2,389
380
$88.7K 0.02%
740
381
$87.7K 0.02%
765
-50
382
$87.7K 0.02%
27,308
383
$87.4K 0.02%
837
+100
384
$87.2K 0.02%
2,747
385
$83.6K 0.02%
5,200
386
$79K 0.02%
1,000
387
$78.5K 0.02%
1,412
-386
388
$78.4K 0.02%
173
+97
389
$77.7K 0.02%
1,963
-333
390
$75.4K 0.02%
1,241
391
$75.1K 0.02%
919
392
$73.3K 0.02%
2,991
-400
393
$72.8K 0.02%
650
394
$72.8K 0.02%
620
-20
395
$72.3K 0.02%
478
396
$72K 0.02%
2,340
397
$71.3K 0.02%
2,279
+1
398
$71.3K 0.02%
3,100
399
$70.3K 0.02%
1,100
400
$69.5K 0.02%
890
14 15
16
17 18