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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
$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 13.5%
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
1026
$137 ﹤0.01%
1
1027
– –
0
1028
$128 ﹤0.01%
2
1029
$120 ﹤0.01%
56
1030
$114 ﹤0.01%
1
1031
$61 ﹤0.01%
5
1032
$60 ﹤0.01%
1
1033
$58 ﹤0.01%
+2
1034
$49 ﹤0.01%
17
1035
$49 ﹤0.01%
10
1036
$40 ﹤0.01%
1
1037
$20 ﹤0.01%
12
1038
$8 ﹤0.01%
1
1039
$4 ﹤0.01%
4
1040
– –
-400
1041
– –
-75
1042
– –
-36
1043
– –
-17
1044
– –
-170
1045
– –
-150
1046
– –
-1,100
1047
– –
-3,430
1048
– –
-908
1049
– –
-1,465
1050
– –
-252
39 40 41
42
43