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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$2.04M
3
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.35M
5
BX icon
Blackstone
BX
+$1.06M

Top Sells

1
+$20.2M
2
+$1.13M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$840K

Sector Composition

1 Technology 14.68%
2 Financials 13.51%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$126K 0.01%
517
427
$126K 0.01%
253
428
$125K 0.01%
1,420
-200
429
$123K 0.01%
944
430
$122K 0.01%
1,494
431
$120K 0.01%
1,850
+850
432
$120K 0.01%
823
433
$120K 0.01%
1,003
434
$120K 0.01%
1,632
435
$117K 0.01%
653
436
$117K 0.01%
3,830
-200
437
$116K 0.01%
206
438
$114K 0.01%
2,289
439
$114K 0.01%
2,281
+18
440
$113K 0.01%
1,400
441
$111K 0.01%
1,400
442
$111K 0.01%
503
443
$110K 0.01%
1,545
444
$110K 0.01%
1,189
445
$109K 0.01%
1,667
-100
446
$108K 0.01%
1,298
447
$107K 0.01%
1,038
-40
448
$107K 0.01%
318
449
$106K 0.01%
2,552
450
$104K 0.01%
459
16 17
18
19 20