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
651
$7.61K ﹤0.01%
75
652
$7.33K ﹤0.01%
+360
653
$7.33K ﹤0.01%
600
654
$7.33K ﹤0.01%
146
655
$7.21K ﹤0.01%
250
656
$7.1K ﹤0.01%
173
-114
657
$7.07K ﹤0.01%
255
+55
658
$7K ﹤0.01%
375
659
$6.91K ﹤0.01%
324
660
$6.82K ﹤0.01%
408
661
$6.72K ﹤0.01%
130
662
$6.67K ﹤0.01%
1,900
-380
663
$6.63K ﹤0.01%
500
-1,200
664
$6.58K ﹤0.01%
100
665
$6.57K ﹤0.01%
184
666
$6.54K ﹤0.01%
+25
667
$6.51K ﹤0.01%
150
668
$6.36K ﹤0.01%
183
669
$6.21K ﹤0.01%
500
670
$6.17K ﹤0.01%
375
671
$6.15K ﹤0.01%
25
672
$6.08K ﹤0.01%
422
673
$6.01K ﹤0.01%
200
674
$5.95K ﹤0.01%
500
675
$5.71K ﹤0.01%
45
25 26
27
28 29