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
201
$206K 0.08%
+2,175
202
$204K 0.08%
+12,222
203
$204K 0.08%
+9,765
204
$204K 0.08%
+15,600
205
$201K 0.08%
+2,977
206
$200K 0.08%
+2,615
207
$199K 0.08%
+3,310
208
$196K 0.08%
+1,495
209
$196K 0.08%
+1,896
210
$196K 0.08%
+1,500
211
$195K 0.08%
+3,326
212
$195K 0.08%
+3,033
213
$194K 0.08%
+1,740
214
$193K 0.08%
+7,075
215
$187K 0.08%
+2,000
216
$187K 0.08%
+5,022
217
$186K 0.08%
+11,124
218
$184K 0.08%
+2,988
219
$182K 0.07%
+2,645
220
$180K 0.07%
+8,000
221
$178K 0.07%
+3,800
222
$176K 0.07%
+6,425
223
$175K 0.07%
+2,250
224
$175K 0.07%
+9,125
225
$174K 0.07%
+6,867
7 8
9
10 11