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
$401M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.97M
3
+$1.46M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
FOXA icon
Fox Class A
FOXA
+$1.08M

Top Sells

1
+$1.8M
2
+$883K
3
+$439K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$310K
5
CI icon
Cigna
CI
+$307K

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%
2,032
-120
402
$69.1K 0.02%
2,903
403
$68.8K 0.02%
5,532
404
$67.9K 0.02%
800
405
$67.8K 0.02%
3,894
-699
406
$67.8K 0.02%
1,574
-137
407
$67.7K 0.02%
555
-170
408
$66.7K 0.02%
1,219
409
$66.6K 0.02%
3,937
410
$66.1K 0.02%
6,050
411
$66.1K 0.02%
6,727
+5
412
$65.8K 0.02%
874
-775
413
$65.4K 0.02%
1,238
414
$62.2K 0.02%
1,800
415
$62.2K 0.02%
1,057
416
$61.9K 0.02%
1,000
417
$61.8K 0.02%
1,958
418
$60.6K 0.02%
4,008
419
$59.7K 0.01%
1,685
-350
420
$59.1K 0.01%
2,100
421
$58.9K 0.01%
4,183
422
$58.7K 0.01%
538
423
$57.8K 0.01%
1,200
424
$56.3K 0.01%
1,401
+1
425
$56.1K 0.01%
986
15 16
17
18 19