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
926
$2.77K ﹤0.01%
59
927
$2.75K ﹤0.01%
30
928
$2.74K ﹤0.01%
1,200
929
$2.68K ﹤0.01%
24
930
$2.67K ﹤0.01%
42
931
$2.61K ﹤0.01%
200
932
$2.58K ﹤0.01%
50
933
$2.56K ﹤0.01%
44
934
$2.54K ﹤0.01%
300
935
$2.5K ﹤0.01%
250
936
$2.49K ﹤0.01%
200
937
$2.48K ﹤0.01%
261
938
$2.48K ﹤0.01%
80
939
$2.38K ﹤0.01%
106
940
$2.38K ﹤0.01%
+110
941
$2.37K ﹤0.01%
7
942
$2.31K ﹤0.01%
75
943
$2.29K ﹤0.01%
40
944
$2.19K ﹤0.01%
80
945
$2.17K ﹤0.01%
15
946
$2.15K ﹤0.01%
18
947
$2.11K ﹤0.01%
21
948
$2.07K ﹤0.01%
81
949
$2.04K ﹤0.01%
25
950
$1.95K ﹤0.01%
100
36 37
38
39 40