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
151
$396K 0.16%
+3,694
152
$394K 0.16%
2,050
-150
153
$389K 0.15%
9,173
-3,605
154
$388K 0.15%
13,710
-1,255
155
$386K 0.15%
47,900
-14,200
156
$383K 0.15%
14,600
-75
157
$383K 0.15%
16,430
-500
158
$375K 0.15%
10,750
+4,750
159
$364K 0.14%
30,844
-494
160
$363K 0.14%
2,638
-740
161
$359K 0.14%
3,170
-50
162
$359K 0.14%
11,395
+1,455
163
$357K 0.14%
21,700
-4,800
164
$351K 0.14%
5,884
165
$345K 0.14%
3,895
-183
166
$344K 0.14%
17,951
-2,069
167
$343K 0.14%
14,418
+3
168
$333K 0.13%
9,125
-125
169
$325K 0.13%
30,000
170
$323K 0.13%
2,518
+2,238
171
$323K 0.13%
885
-110
172
$321K 0.13%
2,998
+81
173
$313K 0.12%
3,700
174
$304K 0.12%
888
+273
175
$291K 0.11%
7,625
+375
5 6
7
8 9