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
$401M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.97M
3
+$1.46M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
FOXA icon
Fox Class A
FOXA
+$1.08M

Top Sells

1
+$1.8M
2
+$883K
3
+$439K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$310K
5
CI icon
Cigna
CI
+$307K

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
$39.4K 0.01%
441
-819
477
$39.4K 0.01%
2,039
+9
478
$39.1K 0.01%
319
479
$38.9K 0.01%
254
480
$38.9K 0.01%
247
481
$38.7K 0.01%
1,200
482
$38.5K 0.01%
1,500
483
$38.3K 0.01%
1,121
484
$38.2K 0.01%
1,170
-1,516
485
$37.7K 0.01%
1,700
486
$37.6K 0.01%
132
-93
487
$37.5K 0.01%
237
+195
488
$37.2K 0.01%
450
+75
489
$37K 0.01%
225
490
$36.5K 0.01%
750
491
$36.3K 0.01%
+493
492
$35.5K 0.01%
692
+12
493
$35K 0.01%
337
494
$34.9K 0.01%
462
495
$34.5K 0.01%
100
496
$33.9K 0.01%
1,000
497
$33.7K 0.01%
458
+3
498
$33.3K 0.01%
+600
499
$33.1K 0.01%
900
+200
500
$32.6K 0.01%
6,941
+519
18 19
20
21 22