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
551
$9.04K ﹤0.01%
+10
552
$9K ﹤0.01%
+600
553
$8.96K ﹤0.01%
150
554
$8.95K ﹤0.01%
184
555
$8.84K ﹤0.01%
180
556
$8.73K ﹤0.01%
105
557
$8.62K ﹤0.01%
155
558
$8.58K ﹤0.01%
200
559
$8.55K ﹤0.01%
600
560
$8.51K ﹤0.01%
375
561
$8.43K ﹤0.01%
185
562
$8.42K ﹤0.01%
525
563
$8.4K ﹤0.01%
930
564
$8.29K ﹤0.01%
500
-200
565
$7.77K ﹤0.01%
100
566
$7.73K ﹤0.01%
400
567
$7.54K ﹤0.01%
600
568
$7.49K ﹤0.01%
508
569
$7.38K ﹤0.01%
129
570
$7.34K ﹤0.01%
514
571
$7.34K ﹤0.01%
400
-1,000
572
$7.33K ﹤0.01%
100
-100
573
$7.26K ﹤0.01%
375
574
$7.25K ﹤0.01%
257
+152
575
$7.1K ﹤0.01%
200
21 22
23
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