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
$268M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$507K
3
+$502K
4
MSFT icon
Microsoft
MSFT
+$440K
5
LOW icon
Lowe's Companies
LOW
+$432K

Top Sells

1
+$543K
2
+$357K
3
+$330K
4
DOC icon
Healthpeak Properties
DOC
+$247K
5
V icon
Visa
V
+$241K

Sector Composition

1 Healthcare 14.14%
2 Financials 13.9%
3 Industrials 12.44%
4 Technology 10.56%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4.43K ﹤0.01%
500
602
$4.36K ﹤0.01%
100
603
$4.28K ﹤0.01%
1,000
604
$4.24K ﹤0.01%
50
605
$4.21K ﹤0.01%
1,500
606
$4.21K ﹤0.01%
+100
607
$4.1K ﹤0.01%
500
608
$4.08K ﹤0.01%
72
609
$4.01K ﹤0.01%
126
610
$3.86K ﹤0.01%
100
611
$3.78K ﹤0.01%
100
612
$3.77K ﹤0.01%
109
613
$3.71K ﹤0.01%
250
614
$3.56K ﹤0.01%
250
615
$3.35K ﹤0.01%
40
616
$3.33K ﹤0.01%
160
617
$3.31K ﹤0.01%
1,248
618
$3.3K ﹤0.01%
90
619
$3.28K ﹤0.01%
30
620
$3.25K ﹤0.01%
100
621
$3.23K ﹤0.01%
100
622
$3.22K ﹤0.01%
200
623
$3.19K ﹤0.01%
700
624
$3.07K ﹤0.01%
100
625
$3K ﹤0.01%
104
+1
23 24
25
26 27