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
401
$38K 0.01%
1,121
402
$37.8K 0.01%
3,700
+3,000
403
$37.7K 0.01%
854
+265
404
$37.3K 0.01%
319
405
$37K 0.01%
1,333
-75
406
$36.4K 0.01%
1,650
407
$36.2K 0.01%
1,150
+1,000
408
$35.9K 0.01%
1,250
409
$35.9K 0.01%
+430
410
$35.4K 0.01%
675
411
$35.2K 0.01%
+225
412
$35.1K 0.01%
654
413
$34.7K 0.01%
1,000
414
$34.7K 0.01%
400
+100
415
$34.2K 0.01%
+1,217
416
$34.1K 0.01%
1,200
+300
417
$33.3K 0.01%
1,868
418
$32.9K 0.01%
225
+125
419
$32.6K 0.01%
533
420
$32.3K 0.01%
1,100
+550
421
$32.2K 0.01%
2,000
422
$31.5K 0.01%
285
423
$31.3K 0.01%
303
424
$30.7K 0.01%
1,926
-1,096
425
$30.2K 0.01%
1,000
15 16
17
18 19