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
26
$3.44M 0.86%
17,921
+245
27
$3.36M 0.84%
71,675
-333
28
$3.33M 0.83%
180,339
+28,665
29
$3.32M 0.83%
41,203
-5,365
30
$3.06M 0.76%
27,343
+760
31
$2.92M 0.73%
23,838
-107
32
$2.84M 0.71%
6,964
33
$2.81M 0.7%
31,520
+260
34
$2.77M 0.69%
14,829
-209
35
$2.76M 0.69%
44,831
+2
36
$2.74M 0.68%
109,956
37
$2.68M 0.67%
10,857
+715
38
$2.63M 0.66%
9,872
-144
39
$2.62M 0.66%
48,618
-931
40
$2.6M 0.65%
24,941
-65
41
$2.58M 0.64%
32,501
-628
42
$2.47M 0.62%
47,868
-487
43
$2.47M 0.62%
39,046
+6,750
44
$2.39M 0.6%
59,696
+2,535
45
$2.37M 0.59%
14,720
-2,018
46
$2.31M 0.58%
43,017
-224
47
$2.26M 0.56%
24,800
+273
48
$2.25M 0.56%
15,519
+2,876
49
$2.19M 0.55%
17,797
+194
50
$2.17M 0.54%
24,560
+290
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2
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