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
$434M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Sells

1 +$3.08M
2 +$578K
3 +$304K
4
V icon
Visa
V
+$279K
5
MLM icon
Martin Marietta Materials
MLM
+$222K

Sector Composition

1 Financials 12.8%
2 Healthcare 11.37%
3 Technology 11.36%
4 Industrials 9%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$10.8K ﹤0.01%
600
627
$10.8K ﹤0.01%
188
628
$10.8K ﹤0.01%
500
629
$10.5K ﹤0.01%
140
630
$10.5K ﹤0.01%
212
+2
631
$10.5K ﹤0.01%
350
-2
632
$10.4K ﹤0.01%
180
633
$10.2K ﹤0.01%
5,293
634
$10.1K ﹤0.01%
+500
635
$9.9K ﹤0.01%
775
636
$9.81K ﹤0.01%
625
637
$9.69K ﹤0.01%
105
638
$9.59K ﹤0.01%
172
639
$9.54K ﹤0.01%
1,000
640
$9.48K ﹤0.01%
75
641
$9.36K ﹤0.01%
63
+43
642
$9.35K ﹤0.01%
300
643
$9.33K ﹤0.01%
184
644
$9.2K ﹤0.01%
160
645
$9.04K ﹤0.01%
200
646
$9.04K ﹤0.01%
400
647
$9.01K ﹤0.01%
47
648
$8.99K ﹤0.01%
100
649
$8.92K ﹤0.01%
600
650
$8.89K ﹤0.01%
55
+20