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
526
$26.5K 0.01%
3,520
527
$26.4K 0.01%
351
-621
528
$26.4K 0.01%
2,500
529
$26.2K 0.01%
228
-75
530
$25.9K 0.01%
1,451
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531
$25.5K 0.01%
708
532
$25.1K 0.01%
500
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533
$24.9K 0.01%
500
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534
$24.8K 0.01%
463
535
$24.8K 0.01%
448
536
$23.9K 0.01%
+975
537
$23.8K 0.01%
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538
$23.8K 0.01%
400
539
$23.4K 0.01%
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-2,000
540
$23.2K 0.01%
233
541
$22.8K 0.01%
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542
$22.8K 0.01%
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$22.6K 0.01%
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500
545
$22.2K 0.01%
746
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705
547
$21.9K 0.01%
235
548
$21.6K 0.01%
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549
$21.4K 0.01%
180
550
$21K 0.01%
229
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