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

Top Buys

1
+$9.69M
2
+$6.81M
3
+$5.71M
4
T icon
AT&T
T
+$5.03M
5
GE icon
GE Aerospace
GE
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.8%
2 Financials 12.79%
3 Industrials 12.25%
4 Technology 11.28%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11.3K ﹤0.01%
+120
477
$11.1K ﹤0.01%
+387
478
$10.6K ﹤0.01%
+133
479
$10.5K ﹤0.01%
+150
480
$10.4K ﹤0.01%
+40
481
$10.3K ﹤0.01%
+155
482
$10.3K ﹤0.01%
+93
483
$10.3K ﹤0.01%
+200
484
$10.2K ﹤0.01%
+188
485
$10.1K ﹤0.01%
+276
486
$9.94K ﹤0.01%
+120
487
$9.84K ﹤0.01%
+120
488
$9.8K ﹤0.01%
+10
489
$9.78K ﹤0.01%
+415
490
$9.61K ﹤0.01%
+500
491
$9.58K ﹤0.01%
+300
492
$9.4K ﹤0.01%
+100
493
$9.38K ﹤0.01%
+155
494
$9.32K ﹤0.01%
+600
495
$9.24K ﹤0.01%
+173
496
$9.22K ﹤0.01%
+200
497
$9.21K ﹤0.01%
+150
498
$9.11K ﹤0.01%
+200
499
$9.09K ﹤0.01%
+400
500
$8.91K ﹤0.01%
+3,000
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