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
276
$324K 0.04%
7,500
277
$324K 0.04%
2,725
278
$323K 0.04%
5,640
-83
279
$317K 0.04%
2,870
+300
280
$314K 0.04%
1,191
+15
281
$307K 0.04%
1,594
+219
282
$297K 0.04%
3,195
-990
283
$295K 0.04%
1,814
-1
284
$294K 0.04%
6,250
285
$290K 0.04%
6,663
-3,315
286
$289K 0.04%
4,600
-50
287
$286K 0.04%
9,700
288
$285K 0.04%
2,580
289
$280K 0.04%
13,419
290
$279K 0.04%
12,000
291
$276K 0.04%
1,203
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292
$275K 0.04%
8,655
293
$273K 0.03%
1,650
294
$273K 0.03%
3,825
295
$273K 0.03%
4,960
-50
296
$272K 0.03%
4,370
+500
297
$271K 0.03%
5,455
+50
298
$268K 0.03%
12,673
-4,487
299
$267K 0.03%
5,007
+172
300
$264K 0.03%
6,486
-916
10 11
12
13 14