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
$254M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$558K
3
+$434K
4
DG icon
Dollar General
DG
+$417K
5
SPGI icon
S&P Global
SPGI
+$396K

Top Sells

1
+$422K
2
+$279K
3
+$212K
4
SWKS icon
Skyworks Solutions
SWKS
+$191K
5
HMC icon
Honda
HMC
+$185K

Sector Composition

1 Healthcare 15.26%
2 Industrials 12.33%
3 Financials 12.31%
4 Technology 10.22%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$17.5K 0.01%
150
452
$17.5K 0.01%
2,059
453
$17.4K 0.01%
833
454
$17.3K 0.01%
297
455
$17.1K 0.01%
750
-375
456
$17K 0.01%
225
457
$16.7K 0.01%
300
458
$16.7K 0.01%
375
459
$16.7K 0.01%
250
460
$16.4K 0.01%
624
461
$16.3K 0.01%
175
-1,200
462
$16.3K 0.01%
+75
463
$16.2K 0.01%
106
464
$16.1K 0.01%
900
465
$15.9K 0.01%
100
466
$15.8K 0.01%
252
467
$15.5K 0.01%
+1,000
468
$14.9K 0.01%
500
-75
469
$14.9K 0.01%
207
470
$14.7K 0.01%
246
471
$14.6K 0.01%
165
472
$14.6K 0.01%
1,043
473
$14.4K 0.01%
550
-250
474
$14.3K 0.01%
777
475
$14.1K 0.01%
1,000
17 18
19
20 21