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
501
$32.6K 0.01%
6,941
+519
502
$32.3K 0.01%
717
503
$32.2K 0.01%
553
504
$32.1K 0.01%
2,193
-1,313
505
$31.5K 0.01%
600
506
$31.1K 0.01%
+2,450
507
$30.9K 0.01%
401
-291
508
$30.7K 0.01%
950
509
$30.6K 0.01%
278
-100
510
$30.4K 0.01%
333
-334
511
$30.3K 0.01%
1,000
512
$30.3K 0.01%
172
513
$30.2K 0.01%
270
514
$29.9K 0.01%
444
515
$29.8K 0.01%
170
516
$29.7K 0.01%
2,000
517
$29.1K 0.01%
535
518
$28.9K 0.01%
575
-100
519
$28.8K 0.01%
555
-945
520
$28.6K 0.01%
800
521
$28.5K 0.01%
440
-85
522
$27.8K 0.01%
1,800
523
$27.7K 0.01%
215
+58
524
$27.4K 0.01%
1,750
-800
525
$26.8K 0.01%
225
-20
19 20
21
22 23