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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$2.04M
3
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.35M
5
BX icon
Blackstone
BX
+$1.06M

Top Sells

1
+$20.2M
2
+$1.13M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$840K

Sector Composition

1 Technology 14.68%
2 Financials 13.51%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$151K 0.01%
4,583
402
$150K 0.01%
3,374
-1,250
403
$150K 0.01%
5,025
404
$149K 0.01%
1,425
405
$148K 0.01%
743
406
$147K 0.01%
268
+3
407
$147K 0.01%
9,550
408
$146K 0.01%
1,415
-600
409
$146K 0.01%
5,362
410
$142K 0.01%
2,350
411
$141K 0.01%
880
412
$138K 0.01%
5,184
+2,327
413
$138K 0.01%
1,327
-70
414
$138K 0.01%
75
415
$138K 0.01%
1,834
416
$137K 0.01%
6,161
417
$135K 0.01%
3,200
418
$134K 0.01%
751
419
$134K 0.01%
6,144
420
$131K 0.01%
1,756
421
$131K 0.01%
1,450
422
$131K 0.01%
270
423
$130K 0.01%
3,730
-280
424
$129K 0.01%
3,375
425
$128K 0.01%
3,400
15 16
17
18 19