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
551
$6.97K ﹤0.01%
514
552
$6.94K ﹤0.01%
408
-5,379
553
$6.91K ﹤0.01%
250
554
$6.77K ﹤0.01%
1,271
555
$6.71K ﹤0.01%
+100
556
$6.67K ﹤0.01%
750
557
$6.51K ﹤0.01%
130
558
$6.42K ﹤0.01%
500
559
$6.16K ﹤0.01%
284
-48
560
$6.02K ﹤0.01%
1,200
561
$5.93K ﹤0.01%
+152
562
$5.85K ﹤0.01%
+43
563
$5.81K ﹤0.01%
129
564
$5.75K ﹤0.01%
280
565
$5.67K ﹤0.01%
150
566
$5.55K ﹤0.01%
147
567
$5.39K ﹤0.01%
100
568
$5.37K ﹤0.01%
85
569
$5.22K ﹤0.01%
+217
570
$5.14K ﹤0.01%
+151
571
$5.09K ﹤0.01%
700
572
$5.08K ﹤0.01%
170
573
$5.07K ﹤0.01%
200
-6,875
574
$5.06K ﹤0.01%
243
575
$5.01K ﹤0.01%
80
21 22
23
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