AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$2.04M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1
+$20.2M
2
+$1.22M
3
+$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$701K 0.07%
6,011
+825
227
$698K 0.07%
7,653
+130
228
$685K 0.06%
7,000
229
$669K 0.06%
6,650
230
$642K 0.06%
2,310
231
$641K 0.06%
12,427
232
$628K 0.06%
11,206
+2
233
$617K 0.06%
2,332
-50
234
$614K 0.06%
5,974
235
$601K 0.06%
6,164
236
$582K 0.05%
1,240
+1
237
$571K 0.05%
5,472
+1
238
$570K 0.05%
6,979
-69
239
$569K 0.05%
3,241
240
$560K 0.05%
4,843
+72
241
$553K 0.05%
2,927
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242
$541K 0.05%
2,583
-38
243
$540K 0.05%
10,399
-7
244
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3,100
245
$528K 0.05%
11,480
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246
$525K 0.05%
4,134
247
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8,419
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248
$509K 0.05%
2,339
+13
249
$503K 0.05%
10,703
250
$501K 0.05%
2,485
8 9
10
11 12