AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$7.17M
3
+$5.95M
4
T icon
AT&T
T
+$5.38M
5
GE icon
GE Aerospace
GE
+$5.12M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.8%
2 Financials 12.84%
3 Industrials 12.4%
4 Technology 11.28%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$926K 0.38%
+11,890
77
$887K 0.36%
+9,461
78
$881K 0.36%
+83,367
79
$847K 0.35%
+28,620
80
$840K 0.34%
+46,050
81
$835K 0.34%
+4,565
82
$828K 0.34%
+24,896
83
$824K 0.34%
+20,061
84
$813K 0.33%
+5,071
85
$788K 0.32%
+7,820
86
$771K 0.32%
+10,706
87
$763K 0.31%
+12,170
88
$729K 0.3%
+18,151
89
$724K 0.3%
+8,334
90
$722K 0.3%
+17,934
91
$720K 0.29%
+9,581
92
$717K 0.29%
+14,583
93
$709K 0.29%
+8,615
94
$704K 0.29%
+4,693
95
$701K 0.29%
+13,700
96
$689K 0.28%
+13,581
97
$660K 0.27%
+7,188
98
$656K 0.27%
+12,944
99
$652K 0.27%
+12,150
100
$642K 0.26%
+5,760
2 3
4
5 6