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
726
$2.89K ﹤0.01%
100
727
$2.78K ﹤0.01%
80
728
$2.76K ﹤0.01%
100
729
$2.7K ﹤0.01%
57
730
$2.67K ﹤0.01%
105
731
$2.67K ﹤0.01%
36
732
$2.61K ﹤0.01%
300
733
$2.61K ﹤0.01%
1,000
-500
734
$2.6K ﹤0.01%
90
735
$2.58K ﹤0.01%
750
736
$2.58K ﹤0.01%
62
-117
737
$2.43K ﹤0.01%
100
738
$2.42K ﹤0.01%
185
+35
739
$2.39K ﹤0.01%
50
740
$2.35K ﹤0.01%
50
741
$2.29K ﹤0.01%
+35
742
$2.26K ﹤0.01%
25
743
$2.17K ﹤0.01%
100
-150
744
$2.09K ﹤0.01%
50
745
$2.03K ﹤0.01%
27
746
$1.99K ﹤0.01%
52
747
$1.99K ﹤0.01%
80
748
$1.97K ﹤0.01%
35
749
$1.92K ﹤0.01%
115
750
$1.91K ﹤0.01%
99
-83
28 29
30
31 32