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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$2.04M
3
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.35M
5
BX icon
Blackstone
BX
+$1.06M

Top Sells

1
+$20.2M
2
+$1.13M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$840K

Sector Composition

1 Technology 14.68%
2 Financials 13.51%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$55.9K 0.01%
367
552
$55.8K 0.01%
426
553
$55.5K 0.01%
2,187
-87
554
$55.5K 0.01%
334
555
$54K 0.01%
200
556
$53.8K 0.01%
405
557
$53.8K 0.01%
462
558
$53.4K 0.01%
2,000
559
$53.3K 0.01%
100
560
$53K ﹤0.01%
65
561
$52.5K ﹤0.01%
350
562
$52.4K ﹤0.01%
2,500
563
$51.9K ﹤0.01%
1,400
-100
564
$51.9K ﹤0.01%
1,595
+27
565
$51.9K ﹤0.01%
722
566
$51.6K ﹤0.01%
659
567
$51.4K ﹤0.01%
1,440
568
$51K ﹤0.01%
3,945
+10
569
$50K ﹤0.01%
999
570
$49.8K ﹤0.01%
149
+129
571
$49.5K ﹤0.01%
4,000
572
$49.2K ﹤0.01%
+3,200
573
$48.9K ﹤0.01%
1,350
-6,200
574
$48.6K ﹤0.01%
4,528
-973
575
$48.2K ﹤0.01%
612
+3
21 22
23
24 25