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
$254M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$558K
3
+$434K
4
DG icon
Dollar General
DG
+$417K
5
SPGI icon
S&P Global
SPGI
+$396K

Top Sells

1
+$422K
2
+$279K
3
+$212K
4
SWKS icon
Skyworks Solutions
SWKS
+$191K
5
HMC icon
Honda
HMC
+$185K

Sector Composition

1 Healthcare 15.26%
2 Industrials 12.33%
3 Financials 12.31%
4 Technology 10.22%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.95M 3.93%
123,098
+639
2
$7.9M 3.12%
84,318
+13,078
3
$7.01M 2.76%
94,481
+685
4
$5.93M 2.34%
181,567
-159
5
$5.1M 2.01%
33,822
+193
6
$4.84M 1.91%
86,605
+1,149
7
$4.69M 1.85%
38,693
+73
8
$3.98M 1.57%
46,353
+398
9
$3.74M 1.48%
73,084
-22
10
$3.42M 1.35%
35,766
+1,557
11
$3.21M 1.27%
32,797
-1,077
12
$3.08M 1.22%
68,044
+1,955
13
$3.03M 1.19%
45,679
+4
14
$2.88M 1.14%
53,682
+14
15
$2.76M 1.09%
44,543
+607
16
$2.74M 1.08%
83,589
-8,918
17
$2.73M 1.08%
81,680
+1,836
18
$2.69M 1.06%
25,396
-47
19
$2.67M 1.05%
30,560
+160
20
$2.66M 1.05%
26,133
+149
21
$2.65M 1.04%
17,432
+205
22
$2.48M 0.98%
23,059
+650
23
$2.41M 0.95%
16,621
+120
24
$2.29M 0.9%
46,126
+3
25
$2.24M 0.88%
17,524
-1,335
1
2 3 4 5