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
1
$16.7M 4.17%
209,434
-2,718
2
$14.5M 3.62%
92,793
+5,728
3
$9.45M 2.36%
80,130
+10,127
4
$7.04M 1.76%
401,922
+1,331
5
$6.89M 1.72%
62,066
+25,403
6
$6.06M 1.51%
74,943
+1,848
7
$5.59M 1.39%
33,415
+305
8
$5.41M 1.35%
149,098
+389
9
$5.35M 1.33%
38,248
-99
10
$5.09M 1.27%
94,709
+1,804
11
$4.83M 1.2%
428,358
+59,892
12
$4.63M 1.16%
51,495
-894
13
$4.45M 1.11%
22,150
+9,765
14
$4.4M 1.1%
74,377
+782
15
$4.38M 1.09%
11,479
+541
16
$4.3M 1.07%
56,119
+20,005
17
$4.2M 1.05%
52,502
-134
18
$4.09M 1.02%
86,128
-4,828
19
$3.95M 0.99%
15,225
-7,196
20
$3.88M 0.97%
96,411
-573
21
$3.83M 0.96%
65,360
+14,280
22
$3.81M 0.95%
160,718
-3,474
23
$3.79M 0.95%
36,456
-30
24
$3.74M 0.93%
34,192
-950
25
$3.6M 0.9%
19,840
+1,391
1
2 3 4 5