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
126
$450K 0.18%
+18,276
127
$449K 0.18%
+5,182
128
$447K 0.18%
+2,834
129
$443K 0.18%
+9,360
130
$442K 0.18%
+7,132
131
$442K 0.18%
+7,690
132
$438K 0.18%
+6,760
133
$435K 0.18%
+3,960
134
$424K 0.17%
+20,020
135
$424K 0.17%
+3,365
136
$422K 0.17%
+4,190
137
$416K 0.17%
+3,770
138
$411K 0.17%
+8,011
139
$408K 0.17%
+14,077
140
$407K 0.17%
+2,055
141
$406K 0.17%
+3,764
142
$406K 0.17%
+11,731
143
$406K 0.17%
+6,350
144
$397K 0.16%
+16,930
145
$386K 0.16%
+14,250
146
$384K 0.16%
+14,675
147
$383K 0.16%
+20,892
148
$378K 0.15%
+1,705
149
$372K 0.15%
+3,220
150
$370K 0.15%
+6,856
4 5
6
7 8