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
401
$69.5K 0.02%
890
402
$69.5K 0.02%
2,032
-120
403
$69.1K 0.02%
2,903
404
$68.8K 0.02%
5,532
405
$67.9K 0.02%
800
406
$67.8K 0.02%
3,894
-699
407
$67.8K 0.02%
1,574
-137
408
$67.7K 0.02%
555
-170
409
$66.7K 0.02%
1,219
410
$66.6K 0.02%
3,937
411
$66.1K 0.02%
6,050
412
$66.1K 0.02%
6,727
+5
413
$65.8K 0.02%
874
-775
414
$65.4K 0.02%
1,238
415
$62.2K 0.02%
1,800
416
$62.2K 0.02%
1,057
417
$61.9K 0.02%
1,000
418
$61.8K 0.02%
1,958
419
$60.6K 0.02%
4,008
420
$59.7K 0.01%
1,685
-350
421
$59.1K 0.01%
2,100
422
$58.9K 0.01%
4,183
423
$58.7K 0.01%
538
424
$57.8K 0.01%
1,200
425
$56.3K 0.01%
1,401
+1
15 16
17
18 19