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
526
$11.4K ﹤0.01%
133
527
$11.2K ﹤0.01%
85
528
$11.1K ﹤0.01%
155
529
$10.8K ﹤0.01%
150
530
$10.7K ﹤0.01%
1,500
531
$10.6K ﹤0.01%
200
532
$10.5K ﹤0.01%
57
533
$10.2K ﹤0.01%
100
534
$10.2K ﹤0.01%
400
535
$10.2K ﹤0.01%
275
-74
536
$10.1K ﹤0.01%
408
537
$10.1K ﹤0.01%
+150
538
$10K ﹤0.01%
179
539
$9.94K ﹤0.01%
1,058
540
$9.81K ﹤0.01%
276
541
$9.78K ﹤0.01%
200
542
$9.69K ﹤0.01%
315
543
$9.59K ﹤0.01%
600
544
$9.49K ﹤0.01%
500
545
$9.4K ﹤0.01%
100
546
$9.37K ﹤0.01%
405
547
$9.35K ﹤0.01%
76
548
$9.34K ﹤0.01%
400
549
$9.2K ﹤0.01%
300
550
$9.19K ﹤0.01%
415