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
776
$11K ﹤0.01%
72
777
$10.9K ﹤0.01%
300
778
$10.8K ﹤0.01%
280
779
$10.8K ﹤0.01%
4,000
780
$10.6K ﹤0.01%
1,153
+15
781
$10.4K ﹤0.01%
190
-830
782
$10.3K ﹤0.01%
136
783
$10.3K ﹤0.01%
500
784
$10.3K ﹤0.01%
80
785
$10.3K ﹤0.01%
75
786
$10.3K ﹤0.01%
1,570
+10
787
$10.3K ﹤0.01%
124
-150
788
$10.2K ﹤0.01%
139
789
$10.2K ﹤0.01%
1,000
790
$10.2K ﹤0.01%
40
791
$10K ﹤0.01%
1,000
792
$9.95K ﹤0.01%
374
+17
793
$9.92K ﹤0.01%
+200
794
$9.87K ﹤0.01%
200
795
$9.81K ﹤0.01%
200
796
$9.78K ﹤0.01%
+400
797
$9.74K ﹤0.01%
47
798
$9.55K ﹤0.01%
525
-400
799
$9.53K ﹤0.01%
+250
800
$9.33K ﹤0.01%
84
-200
30 31
32
33 34