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
$401M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1 +$2.84M
2 +$1.97M
3 +$1.46M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
FOXA icon
Fox Class A
FOXA
+$1.08M

Top Sells

1 +$1.8M
2 +$883K
3 +$439K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$310K
5
CI icon
Cigna
CI
+$307K

Sector Composition

1 Financials 14.49%
2 Healthcare 12.12%
3 Technology 10.89%
4 Industrials 9.55%
5 Communication Services 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$16.7K ﹤0.01%
300
577
$16.5K ﹤0.01%
70
+30
578
$16.5K ﹤0.01%
200
579
$16.1K ﹤0.01%
427
580
$15.8K ﹤0.01%
300
581
$15.8K ﹤0.01%
298
582
$15.7K ﹤0.01%
100
583
$15.4K ﹤0.01%
300
584
$15.3K ﹤0.01%
356
585
$15.3K ﹤0.01%
368
586
$15.1K ﹤0.01%
290
587
$15K ﹤0.01%
150
588
$14.9K ﹤0.01%
185
589
$14.8K ﹤0.01%
1,000
590
$14.7K ﹤0.01%
200
591
$14.6K ﹤0.01%
300
592
$14.5K ﹤0.01%
115
593
$14.5K ﹤0.01%
255
594
$14.4K ﹤0.01%
35
+25
595
$14.3K ﹤0.01%
102
596
$14.2K ﹤0.01%
351
597
$14.2K ﹤0.01%
2,010
-898
598
$14.1K ﹤0.01%
1,300
599
$14.1K ﹤0.01%
1,000
600
$13K ﹤0.01%
100