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
251
$154K 0.06%
2,766
+700
252
$154K 0.06%
2,000
-300
253
$154K 0.06%
2,000
254
$153K 0.06%
4,742
255
$151K 0.06%
21,840
-320
256
$147K 0.06%
7,045
+2,895
257
$146K 0.05%
1,334
+134
258
$145K 0.05%
9,804
-1,600
259
$144K 0.05%
2,160
260
$144K 0.05%
7,810
261
$142K 0.05%
4,400
262
$142K 0.05%
1,288
+35
263
$136K 0.05%
1,647
-32
264
$135K 0.05%
3,000
265
$135K 0.05%
1,020
-25
266
$134K 0.05%
1,290
267
$133K 0.05%
1,700
268
$133K 0.05%
2,355
269
$133K 0.05%
+3,000
270
$131K 0.05%
2,102
+600
271
$131K 0.05%
1,554
272
$131K 0.05%
+9,418
273
$131K 0.05%
2,192
-382
274
$130K 0.05%
2,476
275
$128K 0.05%
2,248
+2,044
9 10
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