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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
276
$443K 0.04%
232
+10
277
$441K 0.04%
20,173
278
$440K 0.04%
2,289
279
$429K 0.04%
2,532
280
$421K 0.03%
1,125
281
$416K 0.03%
14,440
282
$415K 0.03%
7,164
283
$412K 0.03%
6,110
284
$405K 0.03%
8,000
285
$403K 0.03%
1,103
+2
286
$384K 0.03%
5,673
-200
287
$378K 0.03%
9,534
+262
288
$374K 0.03%
1,908
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289
$363K 0.03%
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290
$361K 0.03%
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291
$357K 0.03%
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292
$357K 0.03%
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293
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2,610
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294
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295
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370
296
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2,875
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297
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298
$350K 0.03%
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299
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1,417
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300
$349K 0.03%
4,340