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
126
$885K 0.22%
7,684
-175
127
$873K 0.22%
42,127
+15,149
128
$866K 0.22%
12,479
-598
129
$865K 0.22%
4,108
+123
130
$864K 0.22%
16,696
-255
131
$863K 0.22%
11,909
+855
132
$850K 0.21%
10,600
+400
133
$846K 0.21%
16,572
-4,108
134
$828K 0.21%
8,525
+57
135
$786K 0.2%
2,781
-20
136
$775K 0.19%
5,398
-96
137
$756K 0.19%
3,122
138
$751K 0.19%
75,367
139
$744K 0.19%
6,580
-200
140
$711K 0.18%
16,309
-756
141
$671K 0.17%
4,173
-1,681
142
$650K 0.16%
4,949
-75
143
$632K 0.16%
30,763
+6,366
144
$624K 0.16%
31,538
+4,450
145
$601K 0.15%
5,768
146
$599K 0.15%
14,615
-800
147
$589K 0.15%
7,142
-175
148
$587K 0.15%
9,850
-600
149
$582K 0.15%
38,440
-1,700
150
$582K 0.15%
29,860
+4,177
4 5
6
7 8