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
$401M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.97M
3
+$1.46M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
FOXA icon
Fox Class A
FOXA
+$1.08M

Top Sells

1
+$1.8M
2
+$883K
3
+$439K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$310K
5
CI icon
Cigna
CI
+$307K

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
751
$1.83K ﹤0.01%
20
752
$1.6K ﹤0.01%
+125
753
$1.54K ﹤0.01%
180
754
$1.53K ﹤0.01%
100
755
$1.53K ﹤0.01%
55
756
$1.49K ﹤0.01%
80
-20
757
$1.42K ﹤0.01%
50
758
$1.38K ﹤0.01%
+50
759
$1.38K ﹤0.01%
+600
760
$1.24K ﹤0.01%
46
761
$1.2K ﹤0.01%
500
762
$1.08K ﹤0.01%
100
763
$1.02K ﹤0.01%
13
764
$1.01K ﹤0.01%
33
-50
765
$956 ﹤0.01%
20
766
$926 ﹤0.01%
200
-800
767
$916 ﹤0.01%
10
768
$881 ﹤0.01%
215
769
$871 ﹤0.01%
24
+2
770
$854 ﹤0.01%
20
-217
771
$807 ﹤0.01%
26
772
$786 ﹤0.01%
13
773
$758 ﹤0.01%
20
774
$701 ﹤0.01%
21
775
$425 ﹤0.01%
16
29 30
31
32 33