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
$401M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.97M
3
+$1.46M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
FOXA icon
Fox Class A
FOXA
+$1.08M

Top Sells

1
+$1.8M
2
+$883K
3
+$439K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$310K
5
CI icon
Cigna
CI
+$307K

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
$55.7K 0.01%
2,050
-250
427
$54.6K 0.01%
2,050
428
$54.4K 0.01%
846
429
$53.9K 0.01%
300
430
$53.6K 0.01%
588
431
$53.3K 0.01%
320
432
$52.4K 0.01%
1,123
433
$51.6K 0.01%
959
434
$51.2K 0.01%
810
435
$51.2K 0.01%
928
436
$50.7K 0.01%
607
437
$50.4K 0.01%
3,900
438
$50.2K 0.01%
7,499
-8
439
$50K 0.01%
2,734
+8
440
$49.8K 0.01%
849
441
$49.7K 0.01%
397
442
$49.5K 0.01%
113
+45
443
$48.7K 0.01%
800
444
$48.6K 0.01%
960
-200
445
$48.2K 0.01%
660
-125
446
$47.5K 0.01%
445
447
$47.1K 0.01%
1,150
448
$47K 0.01%
1,707
449
$46.8K 0.01%
440
450
$45.8K 0.01%
886
16 17
18
19 20