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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
$783M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.45M
3
+$1.93M
4
MSFT icon
Microsoft
MSFT
+$1.03M
5
AAPL icon
Apple
AAPL
+$1M

Top Sells

1
+$6.31M
2
+$1.7M
3
+$713K
4
LOW icon
Lowe's Companies
LOW
+$533K
5
SNPS icon
Synopsys
SNPS
+$431K

Sector Composition

1 Technology 14.61%
2 Healthcare 13.49%
3 Financials 10.8%
4 Industrials 8.38%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$156 ﹤0.01%
79
952
$116 ﹤0.01%
2
-100
953
$110 ﹤0.01%
12
954
$84 ﹤0.01%
5
-400
955
$61 ﹤0.01%
17
956
$20 ﹤0.01%
1
-99
957
$17 ﹤0.01%
5
958
– –
-83
959
– –
-1,827
960
– –
-269
961
– –
-400
962
– –
-223
963
– –
-34
964
– –
-136
965
– –
-10
966
– –
-48
967
– –
-56
968
– –
-42
969
– –
-1,000
970
– –
-50
971
– –
-1,930
972
– –
-1,100
973
– –
-765
974
– –
-465
975
– –
-150
37 38
39
40 41