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
376
$91.3K 0.02%
1,000
377
$90.6K 0.02%
1,753
+50
378
$90.1K 0.02%
1,440
-72
379
$89.8K 0.02%
1,070
+35
380
$88.8K 0.02%
2,389
381
$88.7K 0.02%
740
382
$87.7K 0.02%
765
-50
383
$87.7K 0.02%
27,308
384
$87.4K 0.02%
837
+100
385
$87.2K 0.02%
2,747
386
$83.6K 0.02%
5,200
387
$79K 0.02%
1,000
388
$78.5K 0.02%
1,412
-386
389
$78.4K 0.02%
173
+97
390
$77.7K 0.02%
1,963
-333
391
$75.4K 0.02%
1,241
392
$75.1K 0.02%
919
393
$73.3K 0.02%
2,991
-400
394
$72.8K 0.02%
650
395
$72.8K 0.02%
620
-20
396
$72.3K 0.02%
478
397
$72K 0.02%
2,340
398
$71.3K 0.02%
2,279
+1
399
$71.3K 0.02%
3,100
400
$70.3K 0.02%
1,100
14 15
16
17 18