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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$7.17M
3
+$5.95M
4
T icon
AT&T
T
+$5.38M
5
GE icon
GE Aerospace
GE
+$5.12M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.8%
2 Financials 12.84%
3 Industrials 12.4%
4 Technology 11.28%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.58%
+22,734
52
$1.4M 0.57%
+16,760
53
$1.33M 0.54%
+41,422
54
$1.32M 0.54%
+32,273
55
$1.3M 0.53%
+10,110
56
$1.3M 0.53%
+14,440
57
$1.28M 0.53%
+32,003
58
$1.27M 0.52%
+10,013
59
$1.26M 0.52%
+14,980
60
$1.25M 0.51%
+19,902
61
$1.19M 0.49%
+11,046
62
$1.18M 0.48%
+16,753
63
$1.18M 0.48%
+137,835
64
$1.17M 0.48%
+37,745
65
$1.14M 0.47%
+63,961
66
$1.13M 0.46%
+4,486
67
$1.1M 0.45%
+34,824
68
$1.08M 0.44%
+22,745
69
$1.08M 0.44%
+18,242
70
$1.07M 0.44%
+208,750
71
$1.07M 0.44%
+28,942
72
$1.02M 0.42%
+7,180
73
$1.01M 0.41%
+13,546
74
$1M 0.41%
+22,227
75
$996K 0.41%
+16,227
1 2
3
4 5