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
$254M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$558K
3
+$434K
4
DG icon
Dollar General
DG
+$417K
5
SPGI icon
S&P Global
SPGI
+$396K

Top Sells

1
+$422K
2
+$279K
3
+$212K
4
SWKS icon
Skyworks Solutions
SWKS
+$191K
5
HMC icon
Honda
HMC
+$185K

Sector Composition

1 Healthcare 15.26%
2 Industrials 12.33%
3 Financials 12.31%
4 Technology 10.22%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$5.01K ﹤0.01%
100
-175
577
$4.95K ﹤0.01%
100
578
$4.9K ﹤0.01%
+100
579
$4.73K ﹤0.01%
300
580
$4.7K ﹤0.01%
1,000
581
$4.66K ﹤0.01%
65
582
$4.6K ﹤0.01%
300
583
$4.59K ﹤0.01%
55
584
$4.5K ﹤0.01%
200
585
$4.43K ﹤0.01%
67
586
$4.28K ﹤0.01%
700
587
$4.18K ﹤0.01%
72
588
$4.13K ﹤0.01%
25
589
$4.1K ﹤0.01%
300
590
$4.09K ﹤0.01%
72
591
$4.08K ﹤0.01%
53
592
$3.99K ﹤0.01%
500
593
$3.96K ﹤0.01%
100
594
$3.83K ﹤0.01%
500
595
$3.67K ﹤0.01%
109
596
$3.58K ﹤0.01%
500
597
$3.45K ﹤0.01%
243
-957
598
$3.37K ﹤0.01%
40
599
$3.27K ﹤0.01%
113
600
$3.2K ﹤0.01%
126
22 23
24
25 26