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
401
$24.1K 0.01%
+275
402
$24K 0.01%
+750
403
$24K 0.01%
+191
404
$24K 0.01%
+2,000
405
$23.7K 0.01%
+6,008
406
$23.7K 0.01%
+600
407
$23.7K 0.01%
+523
408
$23.6K 0.01%
+300
409
$23K 0.01%
+519
410
$22.5K 0.01%
+325
411
$22.1K 0.01%
+2,000
412
$22.1K 0.01%
+1,800
413
$21.9K 0.01%
+800
414
$21.9K 0.01%
+535
415
$21.6K 0.01%
+133
416
$21.6K 0.01%
+800
417
$20.7K 0.01%
+2,000
418
$20.1K 0.01%
+370
419
$19K 0.01%
+275
420
$18.9K 0.01%
+203
421
$18.9K 0.01%
+252
422
$18.9K 0.01%
+438
423
$18.8K 0.01%
+1,550
424
$18.7K 0.01%
+200
425
$18.6K 0.01%
+300