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
$401M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.97M
3
+$1.46M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
FOXA icon
Fox Class A
FOXA
+$1.08M

Top Sells

1
+$1.8M
2
+$883K
3
+$439K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$310K
5
CI icon
Cigna
CI
+$307K

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
526
$26.4K 0.01%
351
-621
527
$26.4K 0.01%
2,500
528
$26.2K 0.01%
228
-75
529
$25.9K 0.01%
1,451
-991
530
$25.5K 0.01%
708
531
$25.1K 0.01%
500
-145
532
$24.9K 0.01%
500
-278
533
$24.8K 0.01%
463
534
$24.8K 0.01%
448
535
$23.9K 0.01%
+975
536
$23.8K 0.01%
1,800
-200
537
$23.8K 0.01%
400
538
$23.4K 0.01%
1,360
-2,000
539
$23.2K 0.01%
233
540
$22.8K 0.01%
6,000
541
$22.8K 0.01%
1,000
542
$22.6K 0.01%
2,000
543
$22.5K 0.01%
500
544
$22.2K 0.01%
746
+351
545
$22K 0.01%
705
546
$21.9K 0.01%
235
547
$21.6K 0.01%
+150
548
$21.4K 0.01%
180
549
$21K 0.01%
229
550
$20.9K 0.01%
739
+3
20 21
22
23 24