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
501
$13.7K 0.01%
1,300
502
$13.7K 0.01%
+175
503
$13.6K 0.01%
500
504
$13.6K 0.01%
900
505
$13.6K 0.01%
246
506
$13.5K 0.01%
283
507
$13.5K 0.01%
82
508
$13.5K 0.01%
102
509
$13.4K 0.01%
300
510
$13.3K 0.01%
75
511
$13.3K 0.01%
120
512
$13.1K ﹤0.01%
102
513
$13K ﹤0.01%
+1,000
514
$12.7K ﹤0.01%
+165
515
$12.7K ﹤0.01%
130
516
$12.2K ﹤0.01%
103
517
$12.2K ﹤0.01%
+1,000
518
$12.1K ﹤0.01%
+500
519
$12K ﹤0.01%
400
520
$12K ﹤0.01%
450
521
$11.9K ﹤0.01%
500
522
$11.9K ﹤0.01%
161
+2
523
$11.7K ﹤0.01%
500
524
$11.6K ﹤0.01%
2,980
-200
525
$11.4K ﹤0.01%
400
19 20
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