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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$6.81M
3
+$5.71M
4
T icon
AT&T
T
+$5.03M
5
GE icon
GE Aerospace
GE
+$4.75M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.8%
2 Financials 12.79%
3 Industrials 12.25%
4 Technology 11.28%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$268K 0.11%
+3,609
177
$266K 0.11%
+3,540
178
$265K 0.11%
+5,101
179
$262K 0.11%
+10,495
180
$255K 0.1%
+3,700
181
$253K 0.1%
+4,701
182
$253K 0.1%
+2,269
183
$251K 0.1%
+2,190
184
$248K 0.1%
+10,881
185
$247K 0.1%
+2,662
186
$243K 0.1%
+12,000
187
$242K 0.1%
+5,200
188
$239K 0.1%
+8,060
189
$238K 0.1%
+5,821
190
$233K 0.1%
+6,516
191
$232K 0.1%
+6,377
192
$226K 0.09%
+1,906
193
$226K 0.09%
+9,465
194
$224K 0.09%
+24,908
195
$218K 0.09%
+3,240
196
$216K 0.09%
+6,000
197
$215K 0.09%
+3,232
198
$214K 0.09%
+7,994
199
$212K 0.09%
+20,621
200
$209K 0.09%
+615
6 7
8
9 10