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
101
$1.11M 0.28%
12,830
-55
102
$1.09M 0.27%
18,580
+1,420
103
$1.08M 0.27%
19,004
-143
104
$1.08M 0.27%
9,705
105
$1.08M 0.27%
9,838
-850
106
$1.04M 0.26%
11,919
-15
107
$1.02M 0.26%
9,946
-300
108
$1.02M 0.26%
52,295
-1,105
109
$1.02M 0.25%
+27,663
110
$1M 0.25%
9,870
111
$994K 0.25%
11,848
-460
112
$991K 0.25%
6,906
+120
113
$981K 0.24%
49,002
+2,338
114
$976K 0.24%
19,597
-1,117
115
$958K 0.24%
16,682
-1,450
116
$952K 0.24%
8,975
+35
117
$951K 0.24%
3,575
+18
118
$940K 0.23%
18,745
+2,651
119
$938K 0.23%
45,093
+11,902
120
$933K 0.23%
16,172
-350
121
$921K 0.23%
7,866
+102
122
$919K 0.23%
13,776
+330
123
$900K 0.22%
13,125
-300
124
$897K 0.22%
5,082
+300
125
$886K 0.22%
13,858
-125
3 4
5
6 7