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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
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
776
$222 ﹤0.01%
8
777
$212 ﹤0.01%
5
778
$194 ﹤0.01%
6
779
$147 ﹤0.01%
10
-50
780
$112 ﹤0.01%
4
781
– –
-300
782
– –
-14
783
– –
-300
784
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-20
785
– –
-514
786
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0
787
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788
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-1,000
789
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790
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-683
791
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792
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795
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-1,200
796
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-17,688
798
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-1,010
799
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800
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-156
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