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
476
$41.1K 0.01%
698
-216
477
$39.4K 0.01%
441
-819
478
$39.4K 0.01%
2,039
+9
479
$39.1K 0.01%
319
480
$38.9K 0.01%
254
481
$38.9K 0.01%
247
482
$38.7K 0.01%
1,200
483
$38.5K 0.01%
1,500
484
$38.3K 0.01%
1,121
485
$38.2K 0.01%
1,170
-1,516
486
$37.7K 0.01%
1,700
487
$37.6K 0.01%
132
-93
488
$37.5K 0.01%
237
+195
489
$37.2K 0.01%
450
+75
490
$37K 0.01%
225
491
$36.5K 0.01%
750
492
$36.3K 0.01%
+493
493
$35.5K 0.01%
692
+12
494
$35K 0.01%
337
495
$34.9K 0.01%
462
496
$34.5K 0.01%
100
497
$33.9K 0.01%
1,000
498
$33.7K 0.01%
458
+3
499
$33.3K 0.01%
+600
500
$33.1K 0.01%
900
+200
18 19
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