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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$6.81M
3
+$5.71M
4
T icon
AT&T
T
+$5.03M
5
GE icon
GE Aerospace
GE
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.8%
2 Financials 12.79%
3 Industrials 12.25%
4 Technology 11.28%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$14.9K 0.01%
+400
452
$14.9K 0.01%
+225
453
$14.4K 0.01%
+1,500
454
$14.4K 0.01%
+246
455
$14.3K 0.01%
+1,043
456
$14.3K 0.01%
+207
457
$14K 0.01%
+777
458
$13.9K 0.01%
+165
459
$13.8K 0.01%
+106
460
$13.7K 0.01%
+170
461
$13.5K 0.01%
+273
462
$13.5K 0.01%
+283
463
$13.5K 0.01%
+1,300
464
$13.4K 0.01%
+82
465
$13.3K 0.01%
+500
466
$13.2K 0.01%
+400
467
$13.2K 0.01%
+900
468
$12.6K 0.01%
+400
469
$12.5K 0.01%
+130
470
$12.4K 0.01%
+400
471
$12.2K 0.01%
+300
472
$12.2K 0.01%
+102
473
$12K ﹤0.01%
+400
474
$11.8K ﹤0.01%
+156
475
$11.5K ﹤0.01%
+500
17 18
19
20 21