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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1 +$18.8M
2 +$2.04M
3 +$1.41M
4
AAPL icon
Apple
AAPL
+$1.35M
5
BX icon
Blackstone
BX
+$1.06M

Top Sells

1 +$20.2M
2 +$1.13M
3 +$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$840K

Sector Composition

1 Technology 14.68%
2 Financials 13.51%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$17.6K ﹤0.01%
268
727
$17.3K ﹤0.01%
64
728
$16.6K ﹤0.01%
1,000
729
$16.5K ﹤0.01%
303
+3
730
$16.4K ﹤0.01%
2,000
731
$16.2K ﹤0.01%
285
732
$16K ﹤0.01%
194
733
$15.9K ﹤0.01%
45
-85
734
$15.8K ﹤0.01%
291
735
$15.8K ﹤0.01%
350
736
$15.7K ﹤0.01%
148
737
$15.5K ﹤0.01%
200
738
$15.3K ﹤0.01%
246
739
$15.3K ﹤0.01%
130
740
$15.2K ﹤0.01%
+600
741
$15.2K ﹤0.01%
35
742
$15.1K ﹤0.01%
124
743
$14.9K ﹤0.01%
100
744
$14.6K ﹤0.01%
95
745
$14.6K ﹤0.01%
200
746
$14.5K ﹤0.01%
84
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747
$14.5K ﹤0.01%
25
748
$14.4K ﹤0.01%
275
749
$14.2K ﹤0.01%
50
750
$14.2K ﹤0.01%
105