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
$783M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.44M
3
+$1.93M
4
MSFT icon
Microsoft
MSFT
+$1.12M
5
AAPL icon
Apple
AAPL
+$1.12M

Top Sells

1
+$6.24M
2
+$1.76M
3
+$782K
4
LOW icon
Lowe's Companies
LOW
+$578K
5
SNPS icon
Synopsys
SNPS
+$466K

Sector Composition

1 Technology 14.61%
2 Healthcare 13.49%
3 Financials 10.8%
4 Industrials 8.38%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$520K 0.07%
6,878
+745
227
$516K 0.07%
4,531
+2,018
228
$515K 0.07%
3,609
-166
229
$513K 0.07%
7,081
-96
230
$508K 0.06%
1,083
+716
231
$504K 0.06%
7,900
-250
232
$503K 0.06%
3,405
-790
233
$499K 0.06%
5,111
234
$496K 0.06%
11,600
-4,600
235
$475K 0.06%
5,644
-100
236
$474K 0.06%
4,281
-1,400
237
$472K 0.06%
14,001
+1,001
238
$468K 0.06%
1,229
+909
239
$462K 0.06%
1,632
+275
240
$457K 0.06%
1,298
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241
$455K 0.06%
11,603
-25
242
$453K 0.06%
2,355
-185
243
$452K 0.06%
3,730
-800
244
$442K 0.06%
2,481
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245
$441K 0.06%
2,687
+300
246
$440K 0.06%
636
-388
247
$434K 0.06%
32,125
+2,109
248
$431K 0.06%
13,250
249
$428K 0.05%
6,785
-2,490
250
$428K 0.05%
3,974
-3,423
8 9
10
11 12