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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$2.04M
3
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.35M
5
BX icon
Blackstone
BX
+$1.06M

Top Sells

1
+$20.2M
2
+$1.13M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$840K

Sector Composition

1 Technology 14.68%
2 Financials 13.51%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$29.8K ﹤0.01%
184
652
$29.8K ﹤0.01%
750
-25
653
$29.8K ﹤0.01%
273
654
$29.4K ﹤0.01%
108
655
$28.9K ﹤0.01%
300
656
$28.9K ﹤0.01%
1,290
657
$28.8K ﹤0.01%
164
658
$28.6K ﹤0.01%
910
+3
659
$28.3K ﹤0.01%
155
660
$28.2K ﹤0.01%
2,300
661
$27.8K ﹤0.01%
570
662
$27.8K ﹤0.01%
166
663
$27.1K ﹤0.01%
1,000
664
$27.1K ﹤0.01%
630
665
$26.9K ﹤0.01%
800
666
$26.7K ﹤0.01%
5,000
667
$26.4K ﹤0.01%
270
668
$26.1K ﹤0.01%
235
669
$25.7K ﹤0.01%
100
670
$25.6K ﹤0.01%
530
671
$25.3K ﹤0.01%
999
672
$25.3K ﹤0.01%
1,375
673
$25.2K ﹤0.01%
160
674
$25K ﹤0.01%
571
675
$24.6K ﹤0.01%
2,400
25 26
27
28 29