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

Top Buys

1 +$2.84M
2 +$1.97M
3 +$1.46M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
FOXA icon
Fox Class A
FOXA
+$1.08M

Top Sells

1 +$1.8M
2 +$883K
3 +$439K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$310K
5
CI icon
Cigna
CI
+$307K

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
626
$9.71K ﹤0.01%
188
627
$9.69K ﹤0.01%
1,500
628
$9.6K ﹤0.01%
105
629
$9.59K ﹤0.01%
1,000
630
$9.54K ﹤0.01%
160
631
$9.23K ﹤0.01%
75
632
$9.19K ﹤0.01%
47
633
$9.15K ﹤0.01%
172
634
$9.14K ﹤0.01%
221
635
$9.06K ﹤0.01%
400
636
$9K ﹤0.01%
175
637
$8.98K ﹤0.01%
2,000
638
$8.57K ﹤0.01%
600
639
$8.42K ﹤0.01%
1,058
640
$8.38K ﹤0.01%
88
641
$8.31K ﹤0.01%
150
642
$8.23K ﹤0.01%
600
643
$8.18K ﹤0.01%
375
644
$8.13K ﹤0.01%
75
645
$8.12K ﹤0.01%
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-5
646
$8.08K ﹤0.01%
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-675
647
$8.02K ﹤0.01%
64
648
$7.84K ﹤0.01%
130
649
$7.73K ﹤0.01%
60
650
$7.61K ﹤0.01%
75