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
251
$426K 0.05%
24,693
+420
252
$421K 0.05%
1,675
-1,015
253
$420K 0.05%
5,314
-1,050
254
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9,007
-2,428
255
$414K 0.05%
2,475
-1,475
256
$413K 0.05%
9,117
+56
257
$408K 0.05%
3,642
+2,013
258
$405K 0.05%
13,465
-385
259
$405K 0.05%
3,326
-765
260
$399K 0.05%
6,608
-475
261
$396K 0.05%
2,035
-965
262
$394K 0.05%
2,773
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263
$389K 0.05%
13,350
264
$382K 0.05%
25,220
+673
265
$375K 0.05%
3,519
266
$370K 0.05%
7,175
+1,255
267
$360K 0.05%
6,367
-385
268
$360K 0.05%
6,412
-1,028
269
$358K 0.05%
4,756
-1,039
270
$358K 0.05%
162,500
271
$355K 0.05%
10,543
-5,846
272
$354K 0.05%
3,096
+2,621
273
$337K 0.04%
1,535
-780
274
$328K 0.04%
1,596
+98
275
$325K 0.04%
7,934
9 10
11
12 13