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
$401M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.97M
3
+$1.46M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
FOXA icon
Fox Class A
FOXA
+$1.08M

Top Sells

1
+$1.8M
2
+$883K
3
+$439K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$310K
5
CI icon
Cigna
CI
+$307K

Sector Composition

1 Financials 14.49%
2 Healthcare 12.12%
3 Technology 10.89%
4 Industrials 9.55%
5 Communication Services 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$12.7K ﹤0.01%
344
602
$12.6K ﹤0.01%
100
603
$12.3K ﹤0.01%
200
604
$12.3K ﹤0.01%
200
-60
605
$12.2K ﹤0.01%
405
606
$12.1K ﹤0.01%
350
-50
607
$11.9K ﹤0.01%
155
608
$11.9K ﹤0.01%
1,680
609
$11.9K ﹤0.01%
102
-250
610
$11.8K ﹤0.01%
57
611
$11.6K ﹤0.01%
320
612
$10.8K ﹤0.01%
25
613
$10.7K ﹤0.01%
600
614
$10.7K ﹤0.01%
150
-150
615
$10.5K ﹤0.01%
500
616
$10.4K ﹤0.01%
100
617
$10.2K ﹤0.01%
100
618
$10.1K ﹤0.01%
352
619
$10K ﹤0.01%
50
620
$9.97K ﹤0.01%
140
621
$9.96K ﹤0.01%
10
622
$9.96K ﹤0.01%
200
623
$9.93K ﹤0.01%
700
-595
624
$9.87K ﹤0.01%
180
625
$9.86K ﹤0.01%
208
23 24
25
26 27