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
$268M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$507K
3
+$502K
4
MSFT icon
Microsoft
MSFT
+$440K
5
LOW icon
Lowe's Companies
LOW
+$432K

Top Sells

1
+$543K
2
+$357K
3
+$330K
4
DOC icon
Healthpeak Properties
DOC
+$247K
5
V icon
Visa
V
+$241K

Sector Composition

1 Healthcare 14.14%
2 Financials 13.9%
3 Industrials 12.44%
4 Technology 10.56%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$7.01K ﹤0.01%
+250
577
$6.81K ﹤0.01%
1,271
578
$6.74K ﹤0.01%
300
579
$6.46K ﹤0.01%
100
580
$6.42K ﹤0.01%
44
581
$6.33K ﹤0.01%
100
582
$6.17K ﹤0.01%
422
583
$6.17K ﹤0.01%
280
584
$6.12K ﹤0.01%
119
585
$5.99K ﹤0.01%
130
586
$5.84K ﹤0.01%
200
587
$5.82K ﹤0.01%
150
588
$5.63K ﹤0.01%
500
589
$5.56K ﹤0.01%
55
590
$5.54K ﹤0.01%
+250
591
$5.05K ﹤0.01%
500
592
$5K ﹤0.01%
147
593
$5K ﹤0.01%
150
594
$4.97K ﹤0.01%
1,000
595
$4.95K ﹤0.01%
72
596
$4.7K ﹤0.01%
80
597
$4.68K ﹤0.01%
170
598
$4.63K ﹤0.01%
700
599
$4.58K ﹤0.01%
600
600
$4.49K ﹤0.01%
67
22 23
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