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
$254M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$558K
3
+$434K
4
DG icon
Dollar General
DG
+$417K
5
SPGI icon
S&P Global
SPGI
+$396K

Top Sells

1
+$422K
2
+$279K
3
+$212K
4
SWKS icon
Skyworks Solutions
SWKS
+$191K
5
HMC icon
Honda
HMC
+$185K

Sector Composition

1 Healthcare 15.26%
2 Industrials 12.33%
3 Financials 12.31%
4 Technology 10.22%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3.2K ﹤0.01%
100
602
$3.15K ﹤0.01%
100
603
$3.14K ﹤0.01%
30
604
$3.13K ﹤0.01%
100
605
$3.08K ﹤0.01%
104
+1
606
$3.03K ﹤0.01%
60
607
$2.8K ﹤0.01%
103
+1
608
$2.79K ﹤0.01%
30
609
$2.76K ﹤0.01%
50
-50
610
$2.74K ﹤0.01%
13
611
$2.7K ﹤0.01%
250
612
$2.68K ﹤0.01%
50
613
$2.58K ﹤0.01%
35
614
$2.54K ﹤0.01%
100
615
$2.5K ﹤0.01%
1,248
-1,344
616
$2.47K ﹤0.01%
+100
617
$2.47K ﹤0.01%
+105
618
$2.45K ﹤0.01%
100
619
$2.41K ﹤0.01%
90
620
$2.4K ﹤0.01%
226
621
$2.3K ﹤0.01%
160
622
$2.04K ﹤0.01%
50
623
$2.03K ﹤0.01%
2
624
$2K ﹤0.01%
50
625
$1.99K ﹤0.01%
55
23 24
25
26 27