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
451
$104K 0.01%
1,632
-70
452
$103K 0.01%
622
-69
453
$102K 0.01%
244
454
$101K 0.01%
686
455
$100K 0.01%
635
-25
456
$100K 0.01%
378
457
$100K 0.01%
1,027
-113
458
$99.7K 0.01%
3,602
459
$99.5K 0.01%
330
-25
460
$99.4K 0.01%
1,168
-41
461
$98.6K 0.01%
2,880
462
$97.7K 0.01%
10,000
463
$97.1K 0.01%
1,797
464
$97K 0.01%
1,673
-65
465
$96.9K 0.01%
3,980
466
$96.3K 0.01%
50
467
$95.8K 0.01%
706
468
$95.2K 0.01%
140
469
$94.7K 0.01%
5,600
-400
470
$94K 0.01%
1,717
+8
471
$94K 0.01%
+3,200
472
$94K 0.01%
2,384
473
$93.5K 0.01%
1,008
+1
474
$93.4K 0.01%
846
475
$92.7K 0.01%
1,738
17 18
19
20 21