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
$254M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$558K
3
+$434K
4
DG icon
Dollar General
DG
+$417K
5
SPGI icon
S&P Global
SPGI
+$396K

Top Sells

1
+$422K
2
+$279K
3
+$212K
4
SWKS icon
Skyworks Solutions
SWKS
+$191K
5
HMC icon
Honda
HMC
+$185K

Sector Composition

1 Healthcare 15.26%
2 Industrials 12.33%
3 Financials 12.31%
4 Technology 10.22%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.89K ﹤0.01%
+52
627
$1.79K ﹤0.01%
500
628
$1.76K ﹤0.01%
94
629
$1.72K ﹤0.01%
55
630
$1.68K ﹤0.01%
30
-50
631
$1.54K ﹤0.01%
40
-100
632
$1.38K ﹤0.01%
100
633
$1.25K ﹤0.01%
+55
634
$1.2K ﹤0.01%
20
635
$1.16K ﹤0.01%
100
636
$738 ﹤0.01%
248
-8
637
$594 ﹤0.01%
10
638
$592 ﹤0.01%
31
639
$545 ﹤0.01%
14
640
$527 ﹤0.01%
22
641
$501 ﹤0.01%
88
642
$458 ﹤0.01%
+37
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$456 ﹤0.01%
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$379 ﹤0.01%
21
-92
645
$209 ﹤0.01%
13
646
$191 ﹤0.01%
10
-49
647
$175 ﹤0.01%
8
648
$117 ﹤0.01%
+8
649
$90 ﹤0.01%
6
650
$70 ﹤0.01%
6
24 25
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