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
876
$5.25K ﹤0.01%
167
877
$5.22K ﹤0.01%
200
878
$5.19K ﹤0.01%
250
879
$5.15K ﹤0.01%
78
880
$5.11K ﹤0.01%
1,920
881
$5.1K ﹤0.01%
25
882
$5.09K ﹤0.01%
17
883
$5.05K ﹤0.01%
422
884
$4.91K ﹤0.01%
104
885
$4.76K ﹤0.01%
+180
886
$4.75K ﹤0.01%
200
887
$4.72K ﹤0.01%
35
888
$4.69K ﹤0.01%
+250
889
$4.68K ﹤0.01%
152
890
$4.67K ﹤0.01%
31
891
$4.55K ﹤0.01%
100
892
$4.5K ﹤0.01%
119
-300
893
$4.5K ﹤0.01%
415
894
$4.49K ﹤0.01%
200
895
$4.46K ﹤0.01%
126
896
$4.39K ﹤0.01%
100
897
$4.38K ﹤0.01%
1,122
+16
898
$4.35K ﹤0.01%
150
899
$4.32K ﹤0.01%
1,297
900
$4.32K ﹤0.01%
+3,000
34 35
36
37 38