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
$268M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$507K
3
+$498K
4
MSFT icon
Microsoft
MSFT
+$455K
5
LOW icon
Lowe's Companies
LOW
+$434K

Top Sells

1
+$595K
2
+$357K
3
+$322K
4
HWM icon
Howmet Aerospace
HWM
+$248K
5
DOC icon
Healthpeak Properties
DOC
+$241K

Sector Composition

1 Healthcare 14.14%
2 Financials 13.9%
3 Industrials 12.44%
4 Technology 10.57%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$205K 0.08%
3,262
227
$203K 0.08%
4,290
+1,280
228
$200K 0.07%
2,645
229
$198K 0.07%
3,129
-2,477
230
$191K 0.07%
2,663
+5
231
$188K 0.07%
3,198
-112
232
$185K 0.07%
2,268
-192
233
$179K 0.07%
1,410
+1,210
234
$178K 0.07%
5,989
-8,097
235
$178K 0.07%
50,800
+45,000
236
$177K 0.07%
3,473
+575
237
$176K 0.07%
6,649
-1,650
238
$174K 0.07%
26,312
239
$172K 0.06%
11,200
240
$171K 0.06%
2,960
241
$170K 0.06%
4,116
242
$166K 0.06%
1,600
+1,000
243
$166K 0.06%
3,295
-237
244
$165K 0.06%
2,875
-500
245
$163K 0.06%
1,545
+240
246
$162K 0.06%
1,322
247
$156K 0.06%
1,020
+720
248
$156K 0.06%
+1,210
249
$156K 0.06%
3,280
+3,220
250
$155K 0.06%
1,390
8 9
10
11 12