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
526
$6.7K ﹤0.01%
+76
527
$6.7K ﹤0.01%
+1,271
528
$6.63K ﹤0.01%
+400
529
$6.61K ﹤0.01%
+514
530
$6.58K ﹤0.01%
+250
531
$6.53K ﹤0.01%
+217
532
$6.33K ﹤0.01%
+130
533
$6.18K ﹤0.01%
+500
534
$6.16K ﹤0.01%
+286
535
$5.89K ﹤0.01%
+300
536
$5.87K ﹤0.01%
+150
537
$5.85K ﹤0.01%
+129
538
$5.85K ﹤0.01%
+100
539
$5.82K ﹤0.01%
+1,200
540
$5.63K ﹤0.01%
+300
541
$5.6K ﹤0.01%
+147
542
$5.59K ﹤0.01%
+280
543
$5.53K ﹤0.01%
+2,592
544
$5.34K ﹤0.01%
+179
545
$5.31K ﹤0.01%
+100
546
$5.29K ﹤0.01%
+85
547
$5.13K ﹤0.01%
+100
548
$5K ﹤0.01%
+140
549
$4.94K ﹤0.01%
+200
550
$4.91K ﹤0.01%
+100
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