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
51
$2.14M 0.53%
44,550
+3,376
52
$2.12M 0.53%
39,254
-4,829
53
$2.09M 0.52%
10,581
-100
54
$2.04M 0.51%
74,007
+1,300
55
$1.98M 0.49%
11,474
-72
56
$1.97M 0.49%
24,168
+511
57
$1.96M 0.49%
7,169
-492
58
$1.93M 0.48%
19,104
+353
59
$1.93M 0.48%
38,735
+1,100
60
$1.87M 0.47%
1,071
+11
61
$1.86M 0.47%
11,670
-85
62
$1.83M 0.46%
9,131
-126
63
$1.74M 0.43%
52,562
-3,100
64
$1.73M 0.43%
24,065
+7,341
65
$1.72M 0.43%
15,991
-1,116
66
$1.69M 0.42%
7,194
+84
67
$1.69M 0.42%
11,055
-5,940
68
$1.68M 0.42%
9,369
+7
69
$1.67M 0.42%
49,407
70
$1.67M 0.42%
20,570
-945
71
$1.62M 0.41%
92,936
+25,032
72
$1.62M 0.4%
25,084
+5,419
73
$1.6M 0.4%
21,460
+1,250
74
$1.53M 0.38%
39,582
-984
75
$1.51M 0.38%
18,794
+1,640
1 2
3
4 5