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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$7.17M
3
+$5.95M
4
T icon
AT&T
T
+$5.38M
5
GE icon
GE Aerospace
GE
+$5.12M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.8%
2 Financials 12.84%
3 Industrials 12.4%
4 Technology 11.28%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.8M 4.01%
+122,459
2
$7.17M 2.94%
+93,796
3
$5.95M 2.44%
+71,240
4
$5.38M 2.2%
+181,726
5
$5.12M 2.1%
+33,629
6
$4.62M 1.89%
+85,456
7
$4.18M 1.71%
+38,620
8
$4.04M 1.65%
+73,106
9
$3.71M 1.52%
+45,955
10
$3.55M 1.45%
+34,209
11
$3.36M 1.38%
+33,874
12
$3.07M 1.25%
+66,089
13
$2.99M 1.22%
+92,507
14
$2.8M 1.15%
+17,227
15
$2.78M 1.14%
+53,668
16
$2.69M 1.1%
+45,675
17
$2.61M 1.07%
+25,443
18
$2.55M 1.04%
+25,984
19
$2.52M 1.03%
+92,600
20
$2.52M 1.03%
+18,859
21
$2.51M 1.03%
+43,936
22
$2.42M 0.99%
+30,400
23
$2.36M 0.97%
+22,409
24
$2.34M 0.96%
+16,501
25
$2.25M 0.92%
+79,844
1
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