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
$401M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.96M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
FOXA icon
Fox Class A
FOXA
+$1.02M

Top Sells

1
+$1.87M
2
+$908K
3
+$432K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$324K
5
DLTR icon
Dollar Tree
DLTR
+$310K

Sector Composition

1 Financials 14.49%
2 Healthcare 12.12%
3 Technology 10.89%
4 Industrials 9.55%
5 Communication Services 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.49M 0.37%
10,654
+4,213
77
$1.48M 0.37%
11,439
78
$1.45M 0.36%
10,052
-1,641
79
$1.45M 0.36%
55,627
+5,242
80
$1.44M 0.36%
8,646
-219
81
$1.44M 0.36%
28,795
-110
82
$1.43M 0.36%
29,587
-2,437
83
$1.41M 0.35%
66,536
+10,341
84
$1.37M 0.34%
7,924
+1,651
85
$1.33M 0.33%
26,450
-1,261
86
$1.32M 0.33%
31,086
-1,418
87
$1.32M 0.33%
6,958
-461
88
$1.32M 0.33%
32,338
+13,746
89
$1.31M 0.33%
49,644
-569
90
$1.3M 0.32%
14,712
-600
91
$1.28M 0.32%
60,883
+11,120
92
$1.26M 0.32%
9,374
-26
93
$1.24M 0.31%
55,750
+800
94
$1.2M 0.3%
24,784
+260
95
$1.19M 0.3%
43,096
+200
96
$1.18M 0.29%
14,837
-307
97
$1.16M 0.29%
18,219
+3,255
98
$1.16M 0.29%
24,906
+7
99
$1.15M 0.29%
18,429
+330
100
$1.11M 0.28%
42,795
+8,520
2 3
4
5 6