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
201
$361K 0.09%
12,045
+11
202
$359K 0.09%
17,335
+16,633
203
$358K 0.09%
16,125
204
$352K 0.09%
5,879
205
$344K 0.09%
11,220
-6,388
206
$344K 0.09%
7,638
207
$340K 0.08%
12,307
+2
208
$337K 0.08%
15,410
+4,302
209
$331K 0.08%
2,670
210
$325K 0.08%
3,428
+100
211
$323K 0.08%
6,400
212
$320K 0.08%
2,735
+180
213
$316K 0.08%
8,900
214
$312K 0.08%
4,105
215
$307K 0.08%
12,743
216
$307K 0.08%
13,685
-325
217
$302K 0.08%
3,239
+203
218
$301K 0.08%
3,622
+955
219
$300K 0.07%
19,170
+560
220
$297K 0.07%
12,134
+4,000
221
$297K 0.07%
1,475
222
$295K 0.07%
34,875
223
$292K 0.07%
3,110
+47
224
$291K 0.07%
2,772
-2,950
225
$291K 0.07%
11,676
7 8
9
10 11