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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$2.04M
3
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.35M
5
BX icon
Blackstone
BX
+$1.06M

Top Sells

1
+$20.2M
2
+$1.13M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$840K

Sector Composition

1 Technology 14.68%
2 Financials 13.51%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.18M 0.11%
2,532
177
$1.17M 0.11%
11,163
-2,900
178
$1.15M 0.11%
587
+9
179
$1.13M 0.11%
9,973
-1,250
180
$1.13M 0.11%
19,912
-600
181
$1.12M 0.1%
11,988
182
$1.07M 0.1%
39,730
-1,418
183
$1.05M 0.1%
36,934
+76
184
$1.05M 0.1%
1,580
-27
185
$1.04M 0.1%
3,887
+83
186
$990K 0.09%
5,796
+134
187
$976K 0.09%
11,235
+4,000
188
$972K 0.09%
9,460
+1,574
189
$972K 0.09%
9,904
-464
190
$971K 0.09%
13,524
+17
191
$954K 0.09%
3,762
192
$947K 0.09%
5,950
+175
193
$944K 0.09%
13,597
+150
194
$935K 0.09%
4,016
-50
195
$923K 0.09%
5,411
+50
196
$901K 0.08%
15,440
197
$883K 0.08%
11,545
-100
198
$854K 0.08%
12,990
+269
199
$853K 0.08%
16,367
-747
200
$836K 0.08%
2,836
-90
6 7
8
9 10