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
676
$5.62K ﹤0.01%
145
-95
677
$5.53K ﹤0.01%
50
678
$5.5K ﹤0.01%
99
679
$5.48K ﹤0.01%
150
680
$5.41K ﹤0.01%
35
681
$5.16K ﹤0.01%
237
682
$5.15K ﹤0.01%
1,000
683
$5.05K ﹤0.01%
117
684
$5.03K ﹤0.01%
47
685
$4.97K ﹤0.01%
50
686
$4.96K ﹤0.01%
92
687
$4.95K ﹤0.01%
62
688
$4.83K ﹤0.01%
80
689
$4.76K ﹤0.01%
200
-200
690
$4.76K ﹤0.01%
73
691
$4.56K ﹤0.01%
313
+2
692
$4.48K ﹤0.01%
200
693
$4.42K ﹤0.01%
350
694
$4.39K ﹤0.01%
72
695
$4.32K ﹤0.01%
41
696
$4.3K ﹤0.01%
1,000
697
$4.24K ﹤0.01%
40
698
$4.16K ﹤0.01%
150
-150
699
$4.12K ﹤0.01%
100
700
$4.12K ﹤0.01%
10
+5
26 27
28
29 30