AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
+$2.82M
2
+$1.96M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
FOXA icon
Fox Class A
FOXA
+$1.02M

Top Sells

1
+$1.87M
2
+$908K
3
+$432K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$324K
5
DLTR icon
Dollar Tree
DLTR
+$310K

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
426
$56.1K 0.01%
493
427
$55.7K 0.01%
2,050
-250
428
$54.6K 0.01%
2,050
429
$54.4K 0.01%
846
430
$53.9K 0.01%
300
431
$53.6K 0.01%
588
432
$53.3K 0.01%
320
433
$52.4K 0.01%
1,123
434
$51.6K 0.01%
959
435
$51.2K 0.01%
810
436
$51.2K 0.01%
928
437
$50.7K 0.01%
607
438
$50.4K 0.01%
3,900
439
$50.2K 0.01%
7,499
-8
440
$50K 0.01%
2,734
+8
441
$49.8K 0.01%
849
442
$49.7K 0.01%
397
443
$49.5K 0.01%
113
+45
444
$48.7K 0.01%
800
445
$48.6K 0.01%
960
-200
446
$48.2K 0.01%
660
-125
447
$47.5K 0.01%
445
448
$47.1K 0.01%
1,150
449
$47K 0.01%
1,707
450
$46.8K 0.01%
440
16 17
18
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