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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$6.81M
3
+$5.71M
4
T icon
AT&T
T
+$5.03M
5
GE icon
GE Aerospace
GE
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.8%
2 Financials 12.79%
3 Industrials 12.25%
4 Technology 11.28%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.51K ﹤0.01%
+113
602
$2.37K ﹤0.01%
+100
603
$2.37K ﹤0.01%
+35
604
$2.32K ﹤0.01%
+200
605
$2.26K ﹤0.01%
+226
606
$2.1K ﹤0.01%
+90
607
$2.02K ﹤0.01%
+2
608
$2K ﹤0.01%
+50
609
$1.85K ﹤0.01%
+55
610
$1.78K ﹤0.01%
+160
611
$1.74K ﹤0.01%
+94
612
$1.68K ﹤0.01%
+50
613
$1.64K ﹤0.01%
+55
614
$1.54K ﹤0.01%
+59
615
$1.45K ﹤0.01%
+100
616
$1.33K ﹤0.01%
+133
617
$1.31K ﹤0.01%
+100
618
$1.17K ﹤0.01%
+500
619
$1.16K ﹤0.01%
+20
620
$1.01K ﹤0.01%
+256
621
$701 ﹤0.01%
+22
622
$590 ﹤0.01%
+31
623
$582 ﹤0.01%
+10
624
$545 ﹤0.01%
+14
625
$520 ﹤0.01%
+88
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