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
151
$571K 0.14%
45,700
+10
152
$569K 0.14%
20,710
-1,500
153
$549K 0.14%
13,852
-65
154
$546K 0.14%
30,080
-3,400
155
$546K 0.14%
6,800
-1,200
156
$543K 0.14%
3,000
157
$538K 0.13%
18,490
+720
158
$533K 0.13%
8,205
-565
159
$532K 0.13%
1,774
+60
160
$532K 0.13%
10,608
-146
161
$530K 0.13%
16,305
+18
162
$520K 0.13%
19,874
163
$520K 0.13%
8,503
+50
164
$518K 0.13%
9,600
165
$518K 0.13%
27,145
-937
166
$515K 0.13%
3,208
-125
167
$515K 0.13%
2,680
-515
168
$513K 0.13%
12,298
-1,382
169
$502K 0.13%
2,034
+510
170
$500K 0.12%
1,855
-55
171
$485K 0.12%
7,102
+760
172
$484K 0.12%
2,750
-40
173
$482K 0.12%
7,434
-94
174
$481K 0.12%
3,550
175
$469K 0.12%
16,322
5 6
7
8 9