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
$254M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$558K
3 +$434K
4
DG icon
Dollar General
DG
+$417K
5
SPGI icon
S&P Global
SPGI
+$396K

Top Sells

1 +$422K
2 +$279K
3 +$212K
4
SWKS icon
Skyworks Solutions
SWKS
+$191K
5
HMC icon
Honda
HMC
+$185K

Sector Composition

1 Healthcare 15.26%
2 Industrials 12.33%
3 Financials 12.31%
4 Technology 10.22%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$14K 0.01%
400
477
$13.8K 0.01%
1,300
478
$13.8K 0.01%
273
479
$13.6K 0.01%
400
480
$13.6K 0.01%
400
481
$13.4K 0.01%
400
482
$13.3K 0.01%
102
483
$13.3K 0.01%
510
-2,330
484
$13.3K 0.01%
+500
485
$13.2K 0.01%
161
+111
486
$13.1K 0.01%
130
487
$13.1K 0.01%
156
488
$12.8K 0.01%
600
489
$12.8K 0.01%
170
490
$12.7K 0.01%
283
491
$12.7K 0.01%
+158
492
$12.6K 0.01%
300
493
$12.6K 0.01%
387
494
$12.6K 0.01%
400
495
$12.5K ﹤0.01%
155
496
$12.3K ﹤0.01%
82
497
$12K ﹤0.01%
+450
498
$12K ﹤0.01%
1,008
-700
499
$11.6K ﹤0.01%
276
500
$11.6K ﹤0.01%
500