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
$268M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$507K
3 +$502K
4
MSFT icon
Microsoft
MSFT
+$440K
5
LOW icon
Lowe's Companies
LOW
+$432K

Top Sells

1 +$543K
2 +$357K
3 +$330K
4
DOC icon
Healthpeak Properties
DOC
+$247K
5
V icon
Visa
V
+$241K

Sector Composition

1 Healthcare 14.14%
2 Financials 13.9%
3 Industrials 12.44%
4 Technology 10.56%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$30.1K 0.01%
400
427
$29.8K 0.01%
710
428
$29.6K 0.01%
400
429
$29K 0.01%
735
430
$28.3K 0.01%
1,800
+800
431
$28.3K 0.01%
3,169
432
$28.1K 0.01%
240
433
$27.8K 0.01%
740
434
$27.7K 0.01%
315
435
$27.6K 0.01%
623
436
$27.3K 0.01%
1,400
437
$27.2K 0.01%
2,200
438
$26.7K 0.01%
666
439
$26.7K 0.01%
200
440
$26.6K 0.01%
600
441
$26.3K 0.01%
133
442
$26K 0.01%
+1,880
443
$26K 0.01%
225
444
$25.8K 0.01%
362
+74
445
$25.6K 0.01%
1,000
-900
446
$25.2K 0.01%
350
+300
447
$24.9K 0.01%
1,024
+400
448
$24.5K 0.01%
448
449
$24.4K 0.01%
226
450
$23.9K 0.01%
1,240
-1,400