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
176
$465K 0.12%
4,884
177
$461K 0.12%
18,481
-778
178
$452K 0.11%
2,830
179
$452K 0.11%
2,365
-26
180
$440K 0.11%
4,396
181
$432K 0.11%
5,346
-216
182
$430K 0.11%
1,766
-97
183
$430K 0.11%
11,582
-111
184
$429K 0.11%
27,899
-1,371
185
$428K 0.11%
25,475
186
$427K 0.11%
5,500
187
$418K 0.1%
5,514
-260
188
$412K 0.1%
12,004
189
$408K 0.1%
9,665
-190
190
$406K 0.1%
12,347
-166
191
$400K 0.1%
14,100
+2,100
192
$398K 0.1%
16,065
-75
193
$380K 0.09%
8,951
-531
194
$377K 0.09%
7,185
+4
195
$375K 0.09%
20,602
-3,981
196
$373K 0.09%
2,912
197
$373K 0.09%
872
-491
198
$368K 0.09%
2,305
199
$367K 0.09%
4,610
-500
200
$363K 0.09%
10,963
+109
6 7
8
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