AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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 +$2.82M
2 +$1.96M
3 +$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
FOXA icon
Fox Class A
FOXA
+$1.02M

Top Sells

1 +$1.87M
2 +$908K
3 +$432K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$324K
5
DLTR icon
Dollar Tree
DLTR
+$310K

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
$9.86K ﹤0.01%
208
627
$9.71K ﹤0.01%
188
628
$9.69K ﹤0.01%
1,500
629
$9.6K ﹤0.01%
105
630
$9.59K ﹤0.01%
1,000
631
$9.54K ﹤0.01%
160
632
$9.23K ﹤0.01%
75
633
$9.19K ﹤0.01%
47
634
$9.15K ﹤0.01%
172
635
$9.14K ﹤0.01%
221
636
$9.06K ﹤0.01%
400
637
$9K ﹤0.01%
175
638
$8.98K ﹤0.01%
2,000
639
$8.57K ﹤0.01%
600
640
$8.42K ﹤0.01%
1,058
641
$8.38K ﹤0.01%
88
642
$8.31K ﹤0.01%
150
643
$8.23K ﹤0.01%
600
644
$8.18K ﹤0.01%
375
645
$8.13K ﹤0.01%
75
646
$8.12K ﹤0.01%
202
-5
647
$8.08K ﹤0.01%
263
-675
648
$8.02K ﹤0.01%
64
649
$7.84K ﹤0.01%
130
650
$7.73K ﹤0.01%
60