AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
+$2.82M
2
+$1.96M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
FOXA icon
Fox Class A
FOXA
+$1.02M

Top Sells

1
+$1.87M
2
+$908K
3
+$432K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$324K
5
DLTR icon
Dollar Tree
DLTR
+$310K

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
451
$45.8K 0.01%
886
452
$45.5K 0.01%
300
-355
453
$45.4K 0.01%
3,900
-1,700
454
$45.1K 0.01%
325
455
$45K 0.01%
1,929
456
$44.9K 0.01%
1,000
457
$44.7K 0.01%
1,456
458
$44.5K 0.01%
1,033
459
$44.3K 0.01%
1,000
460
$44.2K 0.01%
1,876
461
$44.1K 0.01%
340
462
$44K 0.01%
2,689
463
$43.8K 0.01%
1,625
-645
464
$43.8K 0.01%
255
465
$43.6K 0.01%
1,740
466
$43.2K 0.01%
1,992
467
$43.2K 0.01%
400
+300
468
$42.7K 0.01%
346
469
$42.4K 0.01%
+375
470
$42K 0.01%
213
+150
471
$41.9K 0.01%
874
472
$41.8K 0.01%
586
473
$41.7K 0.01%
495
-945
474
$41.6K 0.01%
950
475
$41.2K 0.01%
1,000
17 18
19
20 21