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
526
$9.06K ﹤0.01%
+405
527
$8.95K ﹤0.01%
1,058
528
$8.89K ﹤0.01%
+700
529
$8.88K ﹤0.01%
200
530
$8.85K ﹤0.01%
375
531
$8.64K ﹤0.01%
184
532
$8.21K ﹤0.01%
185
533
$8.17K ﹤0.01%
200
534
$8.15K ﹤0.01%
600
535
$8.06K ﹤0.01%
180
536
$8.05K ﹤0.01%
175
537
$7.97K ﹤0.01%
105
538
$7.84K ﹤0.01%
525
539
$7.8K ﹤0.01%
1,500
540
$7.8K ﹤0.01%
930
541
$7.71K ﹤0.01%
200
542
$7.63K ﹤0.01%
400
543
$7.54K ﹤0.01%
250
544
$7.54K ﹤0.01%
179
545
$7.53K ﹤0.01%
76
546
$7.46K ﹤0.01%
300
547
$7.36K ﹤0.01%
600
548
$7.27K ﹤0.01%
+50
549
$7.2K ﹤0.01%
100
550
$7.09K ﹤0.01%
1,450
-600
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