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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Sells

1 +$1.31M
2 +$859K
3 +$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.44%
2 Financials 13.19%
3 Healthcare 9.78%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$764K 0.06%
10,399
+339
227
$759K 0.06%
11,483
-75
228
$740K 0.06%
2,518
+483
229
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2,377
230
$731K 0.06%
5,531
231
$713K 0.06%
12,847
232
$710K 0.06%
2,602
-169
233
$704K 0.06%
7,149
234
$690K 0.06%
2,317
+312
235
$679K 0.06%
2,171
236
$676K 0.06%
6,114
237
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8,092
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238
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10,884
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240
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4,630
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241
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242
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243
$649K 0.05%
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244
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2,485
245
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24,613
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246
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3,100
247
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13,079
248
$585K 0.05%
13,667
249
$585K 0.05%
3,519
250
$581K 0.05%
2,232
-50