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
401
$28.6K 0.01%
740
402
$28.2K 0.01%
1,000
403
$27.8K 0.01%
2,000
404
$27.4K 0.01%
1,400
405
$27.1K 0.01%
1,400
406
$27K 0.01%
900
407
$26.6K 0.01%
535
408
$26.6K 0.01%
2,400
409
$26.2K 0.01%
523
410
$26.1K 0.01%
200
411
$26K 0.01%
319
412
$25.8K 0.01%
3,169
413
$25.7K 0.01%
+465
414
$25.5K 0.01%
1,868
415
$25.5K 0.01%
226
416
$25.4K 0.01%
448
417
$25.2K 0.01%
589
418
$25.1K 0.01%
1,999
-283
419
$25.1K 0.01%
315
420
$24.8K 0.01%
325
421
$24.6K 0.01%
519
422
$24.6K 0.01%
600
423
$24.4K 0.01%
875
424
$24.1K 0.01%
300
425
$24K 0.01%
240
-85