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
$268M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$507K
3
+$502K
4
MSFT icon
Microsoft
MSFT
+$440K
5
LOW icon
Lowe's Companies
LOW
+$432K

Top Sells

1
+$543K
2
+$357K
3
+$330K
4
DOC icon
Healthpeak Properties
DOC
+$247K
5
V icon
Visa
V
+$241K

Sector Composition

1 Healthcare 14.14%
2 Financials 13.9%
3 Industrials 12.44%
4 Technology 10.56%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2.98K ﹤0.01%
30
627
$2.92K ﹤0.01%
13
628
$2.71K ﹤0.01%
105
629
$2.62K ﹤0.01%
100
630
$2.59K ﹤0.01%
50
631
$2.46K ﹤0.01%
+500
632
$2.45K ﹤0.01%
100
633
$2.39K ﹤0.01%
+50
634
$2.31K ﹤0.01%
226
635
$2.17K ﹤0.01%
500
636
$2.06K ﹤0.01%
35
-50
637
$2K ﹤0.01%
100
638
$1.96K ﹤0.01%
55
639
$1.92K ﹤0.01%
50
640
$1.92K ﹤0.01%
30
641
$1.74K ﹤0.01%
200
642
$1.67K ﹤0.01%
100
-200
643
$1.6K ﹤0.01%
2
644
$1.51K ﹤0.01%
55
645
$1.48K ﹤0.01%
20
646
$1.45K ﹤0.01%
60
647
$1.44K ﹤0.01%
57
-5
648
$1.4K ﹤0.01%
450
-1,000
649
$1.38K ﹤0.01%
55
650
$1.15K ﹤0.01%
100
24 25
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