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
276
$404K 0.04%
3,251
277
$400K 0.04%
8,000
+2,000
278
$396K 0.04%
9,713
-400
279
$394K 0.04%
3,082
-196
280
$390K 0.04%
18,125
+893
281
$389K 0.04%
7,164
282
$381K 0.04%
4,694
-329
283
$378K 0.04%
3,140
-20
284
$374K 0.03%
1,225
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285
$374K 0.03%
5,097
-100
286
$373K 0.03%
2,931
287
$371K 0.03%
5,896
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288
$368K 0.03%
5,949
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289
$367K 0.03%
14,440
+65
290
$366K 0.03%
1,345
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291
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1,500
292
$363K 0.03%
1,260
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293
$363K 0.03%
5,722
294
$353K 0.03%
37,869
-5,000
295
$345K 0.03%
1,183
296
$342K 0.03%
9,258
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297
$340K 0.03%
1,110
-18
298
$339K 0.03%
2,821
+362
299
$324K 0.03%
3,263
300
$323K 0.03%
173
+31
10 11
12
13 14