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
501
$11.4K ﹤0.01%
150
502
$11.3K ﹤0.01%
250
-1,842
503
$11.2K ﹤0.01%
133
504
$11K ﹤0.01%
415
505
$11K ﹤0.01%
400
506
$10.8K ﹤0.01%
500
507
$10.8K ﹤0.01%
120
508
$10.5K ﹤0.01%
+85
509
$10.5K ﹤0.01%
+158
510
$10.5K ﹤0.01%
150
511
$10.4K ﹤0.01%
155
512
$10.3K ﹤0.01%
200
513
$10.3K ﹤0.01%
+550
514
$9.94K ﹤0.01%
188
515
$9.67K ﹤0.01%
40
516
$9.65K ﹤0.01%
+1,200
517
$9.59K ﹤0.01%
100
518
$9.58K ﹤0.01%
57
519
$9.56K ﹤0.01%
+600
520
$9.51K ﹤0.01%
300
521
$9.48K ﹤0.01%
173
522
$9.46K ﹤0.01%
200
523
$9.41K ﹤0.01%
400
524
$9.19K ﹤0.01%
400
525
$9.06K ﹤0.01%
100
-100
19 20
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