AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$382M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Sells

1 +$1.28M
2 +$1.07M
3 +$1.06M
4
GE icon
GE Aerospace
GE
+$368K
5
VOD icon
Vodafone
VOD
+$307K

Sector Composition

1 Financials 13.81%
2 Healthcare 12.26%
3 Technology 11.04%
4 Industrials 9.87%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$18.6K ﹤0.01%
229
577
$17.9K ﹤0.01%
170
578
$17.9K ﹤0.01%
273
579
$17.7K ﹤0.01%
1,726
580
$17.7K ﹤0.01%
1,354
581
$17.6K ﹤0.01%
1,550
582
$17.6K ﹤0.01%
1,240
583
$17.6K ﹤0.01%
320
-40
584
$17.6K ﹤0.01%
777
585
$17.3K ﹤0.01%
2,000
586
$17.2K ﹤0.01%
400
587
$16.9K ﹤0.01%
300
588
$16.8K ﹤0.01%
1,000
589
$16.6K ﹤0.01%
150
590
$16.6K ﹤0.01%
833
591
$16.6K ﹤0.01%
260
+50
592
$16.2K ﹤0.01%
2,800
+800
593
$16.1K ﹤0.01%
1,814
594
$15.5K ﹤0.01%
317
595
$15.2K ﹤0.01%
1,300
596
$14.7K ﹤0.01%
57
597
$14.5K ﹤0.01%
246
598
$14.5K ﹤0.01%
200
+35
599
$14.1K ﹤0.01%
801
-150
600
$14.1K ﹤0.01%
300