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
$244M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1 +$9.69M
2 +$6.81M
3 +$5.71M
4
T icon
AT&T
T
+$5.03M
5
GE icon
GE Aerospace
GE
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.8%
2 Financials 12.79%
3 Industrials 12.25%
4 Technology 11.28%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$18.4K 0.01%
+623
427
$17.9K 0.01%
+1,000
428
$17.9K 0.01%
+4,800
429
$17.8K 0.01%
+1,200
430
$17.5K 0.01%
+297
431
$17.1K 0.01%
+150
432
$17K 0.01%
+203
433
$17K 0.01%
+2,429
434
$17K 0.01%
+375
435
$16.7K 0.01%
+135
436
$16.7K 0.01%
+1,120
437
$16.7K 0.01%
+250
438
$16.6K 0.01%
+833
439
$16.6K 0.01%
+575
440
$16.6K 0.01%
+300
441
$16.3K 0.01%
+100
442
$16.2K 0.01%
+2,059
443
$16.1K 0.01%
+400
444
$15.7K 0.01%
+500
445
$15.6K 0.01%
+1,708
446
$15.5K 0.01%
+624
447
$15.4K 0.01%
+290
448
$15.3K 0.01%
+2,140
449
$15.1K 0.01%
+4,080
450
$15K 0.01%
+1,000