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
$268M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$507K
3
+$502K
4
MSFT icon
Microsoft
MSFT
+$440K
5
LOW icon
Lowe's Companies
LOW
+$432K

Top Sells

1
+$543K
2
+$357K
3
+$330K
4
DOC icon
Healthpeak Properties
DOC
+$247K
5
V icon
Visa
V
+$241K

Sector Composition

1 Healthcare 14.14%
2 Financials 13.9%
3 Industrials 12.44%
4 Technology 10.56%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$17.7K 0.01%
225
477
$17.6K 0.01%
1,550
478
$17.5K 0.01%
348
479
$17.4K 0.01%
300
480
$17.4K 0.01%
+1,000
481
$17.4K 0.01%
777
482
$17.4K 0.01%
800
-1,000
483
$17.2K 0.01%
422
484
$17.1K 0.01%
5,508
-500
485
$17.1K 0.01%
833
486
$17K 0.01%
500
487
$16.7K 0.01%
400
488
$16.5K 0.01%
500
489
$16.3K 0.01%
400
490
$16.1K 0.01%
550
491
$15.6K 0.01%
400
-135
492
$15.4K 0.01%
273
493
$15.3K 0.01%
156
494
$15.1K 0.01%
400
495
$14.8K 0.01%
1,034
-1,025
496
$14.8K 0.01%
215
497
$14.8K 0.01%
265
-200
498
$14.7K 0.01%
300
499
$14.7K 0.01%
170
500
$13.9K 0.01%
165
18 19
20
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