AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$7.17M
3
+$5.95M
4
T icon
AT&T
T
+$5.38M
5
GE icon
GE Aerospace
GE
+$5.12M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.8%
2 Financials 12.84%
3 Industrials 12.4%
4 Technology 11.28%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.88K ﹤0.01%
+160
602
$2.74K ﹤0.01%
+30
603
$2.73K ﹤0.01%
+100
604
$2.69K ﹤0.01%
+102
605
$2.69K ﹤0.01%
+13
606
$2.55K ﹤0.01%
+50
607
$2.53K ﹤0.01%
+100
608
$2.51K ﹤0.01%
+113
609
$2.37K ﹤0.01%
+100
610
$2.37K ﹤0.01%
+35
611
$2.32K ﹤0.01%
+200
612
$2.26K ﹤0.01%
+226
613
$2.1K ﹤0.01%
+90
614
$2.02K ﹤0.01%
+2
615
$2K ﹤0.01%
+50
616
$1.85K ﹤0.01%
+55
617
$1.78K ﹤0.01%
+160
618
$1.74K ﹤0.01%
+94
619
$1.68K ﹤0.01%
+50
620
$1.64K ﹤0.01%
+55
621
$1.54K ﹤0.01%
+59
622
$1.45K ﹤0.01%
+100
623
$1.33K ﹤0.01%
+133
624
$1.31K ﹤0.01%
+100
625
$1.17K ﹤0.01%
+500
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