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
$254M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$558K
3
+$434K
4
DG icon
Dollar General
DG
+$417K
5
SPGI icon
S&P Global
SPGI
+$396K

Top Sells

1
+$422K
2
+$279K
3
+$212K
4
SWKS icon
Skyworks Solutions
SWKS
+$191K
5
HMC icon
Honda
HMC
+$185K

Sector Composition

1 Healthcare 15.26%
2 Industrials 12.33%
3 Financials 12.31%
4 Technology 10.22%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.56%
40,880
+2,000
52
$1.41M 0.56%
10,015
-95
53
$1.41M 0.56%
24,674
-785
54
$1.39M 0.55%
16,362
-398
55
$1.38M 0.54%
103,736
-1,750
56
$1.36M 0.54%
14,850
+410
57
$1.33M 0.53%
10,277
+264
58
$1.33M 0.52%
11,096
+50
59
$1.31M 0.52%
32,123
-150
60
$1.26M 0.5%
19,553
-349
61
$1.25M 0.49%
14,980
62
$1.22M 0.48%
16,653
-100
63
$1.21M 0.48%
206,750
-2,000
64
$1.2M 0.47%
137,835
65
$1.2M 0.47%
33,174
-1,650
66
$1.16M 0.46%
61,718
-2,243
67
$1.14M 0.45%
4,386
-100
68
$1.13M 0.44%
21,945
-800
69
$1.12M 0.44%
18,023
-219
70
$1.09M 0.43%
13,346
-200
71
$1.08M 0.43%
7,330
+150
72
$1.04M 0.41%
19,224
-533
73
$1.03M 0.41%
26,607
-2,335
74
$1.03M 0.41%
13,106
+2,400
75
$1.01M 0.4%
33,937
-3,808
1 2
3
4 5