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

Top Buys

1
+$2.82M
2
+$1.96M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
FOXA icon
Fox Class A
FOXA
+$1.02M

Top Sells

1
+$1.87M
2
+$908K
3
+$432K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$324K
5
DLTR icon
Dollar Tree
DLTR
+$310K

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
$13K ﹤0.01%
100
602
$12.7K ﹤0.01%
172
603
$12.6K ﹤0.01%
100
604
$12.3K ﹤0.01%
200
605
$12.3K ﹤0.01%
200
-60
606
$12.2K ﹤0.01%
405
607
$12.1K ﹤0.01%
350
-50
608
$11.9K ﹤0.01%
155
609
$11.9K ﹤0.01%
840
610
$11.9K ﹤0.01%
102
-250
611
$11.8K ﹤0.01%
57
612
$11.6K ﹤0.01%
320
613
$10.8K ﹤0.01%
25
614
$10.7K ﹤0.01%
600
615
$10.7K ﹤0.01%
150
-150
616
$10.5K ﹤0.01%
500
617
$10.4K ﹤0.01%
100
618
$10.2K ﹤0.01%
100
619
$10.1K ﹤0.01%
352
620
$10K ﹤0.01%
50
621
$9.97K ﹤0.01%
140
622
$9.96K ﹤0.01%
10
623
$9.96K ﹤0.01%
200
624
$9.93K ﹤0.01%
700
-595
625
$9.87K ﹤0.01%
180
23 24
25
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