AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$558K
3
+$434K
4
DG icon
Dollar General
DG
+$417K
5
SPGI icon
S&P Global
SPGI
+$396K

Top Sells

1
+$422K
2
+$279K
3
+$212K
4
SWKS icon
Skyworks Solutions
SWKS
+$191K
5
HMC icon
Honda
HMC
+$185K

Sector Composition

1 Healthcare 15.26%
2 Industrials 12.33%
3 Financials 12.31%
4 Technology 10.22%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$459K 0.18%
4,103
-87
127
$459K 0.18%
9,050
-175
128
$457K 0.18%
3,300
-65
129
$454K 0.18%
+4,835
130
$454K 0.18%
8,404
+1,130
131
$454K 0.18%
32,469
132
$436K 0.17%
7,028
-881
133
$434K 0.17%
2,765
-69
134
$432K 0.17%
28,757
-699
135
$428K 0.17%
3,805
-155
136
$426K 0.17%
3,770
137
$423K 0.17%
1,705
138
$422K 0.17%
1,900
-155
139
$420K 0.17%
7,056
+200
140
$417K 0.16%
8,700
+3,500
141
$417K 0.16%
2,232
-60
142
$412K 0.16%
7,388
+950
143
$412K 0.16%
6,740
-20
144
$410K 0.16%
15,250
+1,000
145
$409K 0.16%
11,446
-2,135
146
$406K 0.16%
2,735
-378
147
$403K 0.16%
11,431
-300
148
$402K 0.16%
7,047
-85
149
$402K 0.16%
14,027
-50
150
$397K 0.16%
3,739
-25
4 5
6
7 8