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
301
$108K 0.04%
1,920
302
$106K 0.04%
1,710
303
$105K 0.04%
4,800
+1,800
304
$104K 0.04%
2,897
305
$103K 0.04%
3,247
306
$103K 0.04%
3,413
307
$102K 0.04%
1,425
-400
308
$101K 0.04%
2,550
309
$100K 0.04%
1,175
310
$98K 0.04%
1,130
+830
311
$96.6K 0.04%
1,135
312
$96.1K 0.04%
+3,110
313
$96K 0.04%
4,350
314
$94.4K 0.04%
4,723
315
$94.3K 0.04%
3,107
-917
316
$93.8K 0.04%
4,350
+1,800
317
$92.8K 0.03%
1,337
318
$92.5K 0.03%
1,500
+1,250
319
$91.5K 0.03%
19,029
+19,000
320
$91.4K 0.03%
+2,070
321
$91.2K 0.03%
630
322
$91.2K 0.03%
6,000
323
$90.6K 0.03%
4,040
324
$90.5K 0.03%
10,300
325
$89.9K 0.03%
1,939
-100
11 12
13
14 15