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
176
$291K 0.11%
6,416
-100
177
$285K 0.11%
2,050
+550
178
$281K 0.11%
3,000
179
$279K 0.11%
2,678
+1,685
180
$276K 0.11%
5,350
+2,910
181
$272K 0.11%
7,312
+7,225
182
$270K 0.11%
4,816
-285
183
$268K 0.11%
12,000
184
$265K 0.1%
10,881
185
$264K 0.1%
7,855
-2,500
186
$264K 0.1%
5,701
-120
187
$263K 0.1%
6,922
+1,900
188
$258K 0.1%
2,663
+1
189
$256K 0.1%
2,190
190
$255K 0.1%
6,526
+149
191
$250K 0.1%
5,511
-2,500
192
$244K 0.1%
2,092
+196
193
$244K 0.1%
3,540
194
$239K 0.09%
2,300
195
$239K 0.09%
1,634
-478
196
$237K 0.09%
4,600
-1,300
197
$236K 0.09%
25,492
+584
198
$235K 0.09%
9,771
+6
199
$233K 0.09%
6,425
200
$229K 0.09%
5,205
+2,090
6 7
8
9 10