AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
693
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$531K
3
+$454K
4
APA icon
APA Corp
APA
+$444K
5
CAH icon
Cardinal Health
CAH
+$364K

Top Sells

1
+$431K
2
+$293K
3
+$227K
4
FISV
Fiserv Inc
FISV
+$224K
5
AKAM icon
Akamai
AKAM
+$193K

Sector Composition

1 Healthcare 15.26%
2 Industrials 12.39%
3 Financials 12.31%
4 Technology 10.23%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$191 ﹤0.01%
10
-49
652
$175 ﹤0.01%
8
653
$117 ﹤0.01%
+8
654
$90 ﹤0.01%
6
655
$70 ﹤0.01%
6
656
$62 ﹤0.01%
2
657
$60 ﹤0.01%
+4
658
$58 ﹤0.01%
116
659
– –
-5,500
660
– –
-100
661
– –
-650
662
– –
-270
663
– –
-3,000
664
– –
-217
665
– –
-135
666
– –
-200
667
– –
-120
668
– –
-120
669
– –
-10
670
– –
-50
671
– –
-750
672
– –
-500
673
– –
-133
674
– –
0
675
– –
-3,000
24 25 26
27
28