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
551
$20.9K 0.01%
739
+3
552
$20.6K 0.01%
260
553
$20.5K 0.01%
800
554
$20.2K 0.01%
503
555
$20.2K 0.01%
1,500
556
$19.9K 0.01%
155
557
$19.9K 0.01%
1,726
558
$19.8K ﹤0.01%
1,086
559
$19.8K ﹤0.01%
300
560
$19.7K ﹤0.01%
364
561
$19.5K ﹤0.01%
1,550
562
$19.1K ﹤0.01%
750
563
$19K ﹤0.01%
+85
564
$18.7K ﹤0.01%
200
565
$18.7K ﹤0.01%
710
566
$18.3K ﹤0.01%
273
567
$18.2K ﹤0.01%
100
568
$18.1K ﹤0.01%
60
569
$17.8K ﹤0.01%
350
-26
570
$17.7K ﹤0.01%
1,251
+73
571
$17.6K ﹤0.01%
441
-190
572
$17.6K ﹤0.01%
2,000
573
$17.5K ﹤0.01%
246
574
$17K ﹤0.01%
777
575
$16.9K ﹤0.01%
132