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
501
$8.82K ﹤0.01%
+200
502
$8.6K ﹤0.01%
+178
503
$8.59K ﹤0.01%
+184
504
$8.46K ﹤0.01%
+400
505
$8.46K ﹤0.01%
+375
506
$8.27K ﹤0.01%
+270
507
$8.15K ﹤0.01%
+600
508
$8.11K ﹤0.01%
+200
509
$7.99K ﹤0.01%
+175
510
$7.81K ﹤0.01%
+400
511
$7.81K ﹤0.01%
+57
512
$7.72K ﹤0.01%
+180
513
$7.69K ﹤0.01%
+105
514
$7.64K ﹤0.01%
+930
515
$7.56K ﹤0.01%
+525
516
$7.37K ﹤0.01%
+185
517
$7.36K ﹤0.01%
+332
518
$7.36K ﹤0.01%
+1,058
519
$7.29K ﹤0.01%
+200
520
$7.23K ﹤0.01%
+250
521
$7.09K ﹤0.01%
+198
522
$6.97K ﹤0.01%
+2,050
523
$6.86K ﹤0.01%
+850
524
$6.84K ﹤0.01%
+188
525
$6.81K ﹤0.01%
+750
19 20
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