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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$6.81M
3
+$5.71M
4
T icon
AT&T
T
+$5.03M
5
GE icon
GE Aerospace
GE
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.8%
2 Financials 12.79%
3 Industrials 12.25%
4 Technology 11.28%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$364 ﹤0.01%
+16
627
$326 ﹤0.01%
+13
628
$216 ﹤0.01%
+9
629
$177 ﹤0.01%
+8
630
$78 ﹤0.01%
+6
631
$75 ﹤0.01%
+6
632
$50 ﹤0.01%
+2
633
$44 ﹤0.01%
+116
634
– –
0
635
– –
0
636
– –
0
637
– –
0
638
– –
0
639
– –
0
640
– –
0
641
– –
0
642
– –
0
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