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
$268M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$507K
3
+$502K
4
MSFT icon
Microsoft
MSFT
+$440K
5
LOW icon
Lowe's Companies
LOW
+$432K

Top Sells

1
+$543K
2
+$357K
3
+$330K
4
DOC icon
Healthpeak Properties
DOC
+$247K
5
V icon
Visa
V
+$241K

Sector Composition

1 Healthcare 14.14%
2 Financials 13.9%
3 Industrials 12.44%
4 Technology 10.56%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$23.3K 0.01%
+397
452
$23.2K 0.01%
191
453
$23.2K 0.01%
275
454
$23.1K 0.01%
1,000
455
$23.1K 0.01%
2,400
456
$22.9K 0.01%
800
457
$22.9K 0.01%
277
458
$22.8K 0.01%
1,043
459
$22.8K 0.01%
425
-94
460
$22.6K 0.01%
2,000
461
$22.4K 0.01%
427
+3
462
$22.1K 0.01%
203
463
$21.8K 0.01%
325
464
$21.5K 0.01%
261
+100
465
$21K 0.01%
+975
466
$20.6K 0.01%
1,699
-343
467
$20K 0.01%
703
468
$19.5K 0.01%
127
469
$19.1K 0.01%
400
470
$19K 0.01%
2,000
471
$18.7K 0.01%
150
472
$18.5K 0.01%
1,000
473
$18.2K 0.01%
1,175
474
$17.8K 0.01%
526
-2,722
475
$17.8K 0.01%
375
17 18
19
20 21