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
701
$4.08K ﹤0.01%
112
-7
702
$4.01K ﹤0.01%
109
703
$3.99K ﹤0.01%
21
704
$3.96K ﹤0.01%
210
-10
705
$3.9K ﹤0.01%
219
706
$3.85K ﹤0.01%
86
707
$3.8K ﹤0.01%
100
708
$3.76K ﹤0.01%
204
+125
709
$3.73K ﹤0.01%
103
710
$3.63K ﹤0.01%
250
711
$3.57K ﹤0.01%
170
712
$3.56K ﹤0.01%
55
713
$3.56K ﹤0.01%
50
714
$3.52K ﹤0.01%
58
715
$3.41K ﹤0.01%
12
716
$3.39K ﹤0.01%
37
717
$3.36K ﹤0.01%
80
718
$3.27K ﹤0.01%
3,800
719
$3.23K ﹤0.01%
170
720
$3.17K ﹤0.01%
+3
721
$3.16K ﹤0.01%
100
722
$3.08K ﹤0.01%
97
723
$3.06K ﹤0.01%
105
724
$2.92K ﹤0.01%
700
725
$2.91K ﹤0.01%
48
27 28
29
30 31