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

Top Buys

1
+$9.8M
2
+$7.17M
3
+$5.95M
4
T icon
AT&T
T
+$5.38M
5
GE icon
GE Aerospace
GE
+$5.12M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.8%
2 Financials 12.84%
3 Industrials 12.4%
4 Technology 11.28%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 0.92%
+46,123
27
$2.15M 0.88%
+26,140
28
$2.13M 0.87%
+50,993
29
$2.01M 0.82%
+70,437
30
$2M 0.82%
+41,388
31
$1.98M 0.81%
+50,556
32
$1.95M 0.8%
+37,960
33
$1.93M 0.79%
+38,232
34
$1.89M 0.78%
+25,677
35
$1.83M 0.75%
+22,637
36
$1.73M 0.71%
+45,300
37
$1.72M 0.7%
+82,250
38
$1.67M 0.68%
+19,335
39
$1.66M 0.68%
+54,418
40
$1.65M 0.68%
+22,028
41
$1.63M 0.67%
+30,474
42
$1.6M 0.65%
+1,240
43
$1.57M 0.64%
+20,778
44
$1.55M 0.64%
+16,272
45
$1.52M 0.62%
+25,459
46
$1.52M 0.62%
+10,472
47
$1.51M 0.62%
+48,811
48
$1.51M 0.62%
+83,265
49
$1.45M 0.59%
+38,880
50
$1.43M 0.58%
+105,486
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