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
551
$20.6K 0.01%
260
552
$20.5K 0.01%
800
553
$20.2K 0.01%
503
554
$20.2K 0.01%
1,500
555
$19.9K 0.01%
155
556
$19.9K 0.01%
1,726
557
$19.8K ﹤0.01%
1,086
558
$19.8K ﹤0.01%
300
559
$19.7K ﹤0.01%
364
560
$19.5K ﹤0.01%
1,550
561
$19.1K ﹤0.01%
750
562
$19K ﹤0.01%
+85
563
$18.7K ﹤0.01%
200
564
$18.7K ﹤0.01%
710
565
$18.3K ﹤0.01%
273
566
$18.2K ﹤0.01%
100
567
$18.1K ﹤0.01%
60
568
$17.8K ﹤0.01%
350
-26
569
$17.7K ﹤0.01%
1,251
+73
570
$17.6K ﹤0.01%
441
-190
571
$17.6K ﹤0.01%
2,000
572
$17.5K ﹤0.01%
246
573
$17K ﹤0.01%
777
574
$16.9K ﹤0.01%
132
575
$16.8K ﹤0.01%
365
-225
21 22
23
24 25