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
$254M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$558K
3
+$434K
4
DG icon
Dollar General
DG
+$417K
5
SPGI icon
S&P Global
SPGI
+$396K

Top Sells

1
+$422K
2
+$279K
3
+$212K
4
SWKS icon
Skyworks Solutions
SWKS
+$191K
5
HMC icon
Honda
HMC
+$185K

Sector Composition

1 Healthcare 15.26%
2 Industrials 12.33%
3 Financials 12.31%
4 Technology 10.22%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$23K 0.01%
191
427
$22.5K 0.01%
+420
428
$22.5K 0.01%
2,000
+1,600
429
$22.2K 0.01%
800
430
$21.9K 0.01%
+225
431
$21.9K 0.01%
275
432
$21.7K 0.01%
300
433
$21.5K 0.01%
133
434
$21.5K 0.01%
203
435
$21.2K 0.01%
2,000
436
$21K 0.01%
4,800
437
$20.8K 0.01%
4,080
438
$20K 0.01%
1,800
439
$20K 0.01%
1,550
440
$19.7K 0.01%
203
441
$19.6K 0.01%
500
442
$19.3K 0.01%
623
443
$19K 0.01%
703
+503
444
$18.8K 0.01%
438
445
$18.8K 0.01%
1,000
446
$18.8K 0.01%
378
+200
447
$18.7K 0.01%
280
-635
448
$18.7K 0.01%
400
449
$18.5K 0.01%
2,249
-180
450
$17.8K 0.01%
6,008
16 17
18
19 20