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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$2.04M
3
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.35M
5
BX icon
Blackstone
BX
+$1.06M

Top Sells

1
+$20.2M
2
+$1.13M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$840K

Sector Composition

1 Technology 14.68%
2 Financials 13.51%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$47.6K ﹤0.01%
1,495
577
$47.5K ﹤0.01%
772
578
$47K ﹤0.01%
4,208
-4,881
579
$46.9K ﹤0.01%
1,300
580
$46.6K ﹤0.01%
3,284
581
$46.4K ﹤0.01%
940
582
$46K ﹤0.01%
+300
583
$45.6K ﹤0.01%
390
584
$45.1K ﹤0.01%
228
585
$45K ﹤0.01%
555
586
$44.1K ﹤0.01%
2,570
587
$44K ﹤0.01%
3,000
588
$43.9K ﹤0.01%
255
589
$43.7K ﹤0.01%
256
+100
590
$43.6K ﹤0.01%
331
591
$43.3K ﹤0.01%
500
592
$43.2K ﹤0.01%
333
593
$42.2K ﹤0.01%
810
594
$41.8K ﹤0.01%
540
595
$41.4K ﹤0.01%
672
596
$40.4K ﹤0.01%
479
-347
597
$40.3K ﹤0.01%
423
598
$39.3K ﹤0.01%
565
-148
599
$39.3K ﹤0.01%
600
-150
600
$39.2K ﹤0.01%
106
22 23
24
25 26