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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$6.81M
3
+$5.71M
4
T icon
AT&T
T
+$5.03M
5
GE icon
GE Aerospace
GE
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.8%
2 Financials 12.79%
3 Industrials 12.25%
4 Technology 11.28%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3.6K ﹤0.01%
+72
577
$3.53K ﹤0.01%
+700
578
$3.5K ﹤0.01%
+300
579
$3.39K ﹤0.01%
+50
580
$3.27K ﹤0.01%
+300
581
$3.24K ﹤0.01%
+109
582
$3.16K ﹤0.01%
+200
583
$3.12K ﹤0.01%
+30
584
$3.1K ﹤0.01%
+100
585
$3.08K ﹤0.01%
+40
586
$3.05K ﹤0.01%
+113
587
$3.03K ﹤0.01%
+87
588
$2.99K ﹤0.01%
+250
589
$2.92K ﹤0.01%
+500
590
$2.91K ﹤0.01%
+50
591
$2.91K ﹤0.01%
+103
592
$2.9K ﹤0.01%
+126
593
$2.89K ﹤0.01%
+60
594
$2.88K ﹤0.01%
+160
595
$2.74K ﹤0.01%
+30
596
$2.73K ﹤0.01%
+100
597
$2.69K ﹤0.01%
+102
598
$2.69K ﹤0.01%
+13
599
$2.55K ﹤0.01%
+50
600
$2.53K ﹤0.01%
+100
22 23
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