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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$2.04M
3
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.35M
5
BX icon
Blackstone
BX
+$1.06M

Top Sells

1
+$20.2M
2
+$1.13M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$840K

Sector Composition

1 Technology 14.68%
2 Financials 13.51%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$39K ﹤0.01%
185
602
$38.5K ﹤0.01%
508
603
$38.2K ﹤0.01%
404
604
$38.2K ﹤0.01%
347
605
$38.2K ﹤0.01%
100
606
$38.1K ﹤0.01%
+2,101
607
$38.1K ﹤0.01%
915
-385
608
$37.6K ﹤0.01%
+2,226
609
$37.3K ﹤0.01%
679
610
$37.3K ﹤0.01%
1,121
611
$36.2K ﹤0.01%
567
+1
612
$36K ﹤0.01%
200
613
$36K ﹤0.01%
3,275
614
$35.1K ﹤0.01%
500
615
$35K ﹤0.01%
269
616
$35K ﹤0.01%
257
617
$34.9K ﹤0.01%
414
-100
618
$34.9K ﹤0.01%
147
+1
619
$34.8K ﹤0.01%
384
620
$34.5K ﹤0.01%
954
621
$34.3K ﹤0.01%
+3,000
622
$34.1K ﹤0.01%
134
623
$33.9K ﹤0.01%
950
624
$33.9K ﹤0.01%
700
625
$33.9K ﹤0.01%
426
23 24
25
26 27