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
551
$4.87K ﹤0.01%
+100
552
$4.79K ﹤0.01%
+400
553
$4.77K ﹤0.01%
+25
554
$4.74K ﹤0.01%
+80
555
$4.74K ﹤0.01%
+1,000
556
$4.64K ﹤0.01%
+300
557
$4.56K ﹤0.01%
+1,500
558
$4.41K ﹤0.01%
+105
559
$4.41K ﹤0.01%
+65
560
$4.39K ﹤0.01%
+170
561
$4.38K ﹤0.01%
+100
562
$4.37K ﹤0.01%
+500
563
$4.35K ﹤0.01%
+243
564
$4.32K ﹤0.01%
+3,000
565
$4.22K ﹤0.01%
+67
566
$4.05K ﹤0.01%
+72
567
$3.99K ﹤0.01%
+55
568
$3.95K ﹤0.01%
+300
569
$3.9K ﹤0.01%
+50
570
$3.89K ﹤0.01%
+600
571
$3.87K ﹤0.01%
+80
572
$3.83K ﹤0.01%
+53
573
$3.69K ﹤0.01%
+100
574
$3.66K ﹤0.01%
+500
575
$3.6K ﹤0.01%
+700
21 22
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