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
651
$1.02K ﹤0.01%
239
652
$725 ﹤0.01%
10
653
$669 ﹤0.01%
22
654
$642 ﹤0.01%
+29
655
$627 ﹤0.01%
21
656
$614 ﹤0.01%
14
657
$395 ﹤0.01%
8
-16
658
$393 ﹤0.01%
31
659
$382 ﹤0.01%
16
660
$314 ﹤0.01%
10
661
$188 ﹤0.01%
6
662
$165 ﹤0.01%
8
663
$120 ﹤0.01%
8
664
$82 ﹤0.01%
4
665
$74 ﹤0.01%
6
666
– –
-1,200
667
– –
0
668
– –
-200
669
– –
-40
670
– –
-175
671
– –
-750
672
– –
-1,000
673
– –
-410
674
– –
-40
675
– –
-378
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