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
301
$264K 0.03%
17,174
+1,050
302
$263K 0.03%
1,529
-600
303
$259K 0.03%
14,375
304
$257K 0.03%
3,279
305
$256K 0.03%
15,200
-600
306
$253K 0.03%
6,342
+21
307
$251K 0.03%
2,500
-125
308
$245K 0.03%
2,254
+290
309
$242K 0.03%
1,394
310
$239K 0.03%
1,375
-50
311
$236K 0.03%
3,175
312
$233K 0.03%
2,615
313
$232K 0.03%
8,582
+4
314
$232K 0.03%
2,437
315
$230K 0.03%
978
316
$228K 0.03%
7,075
317
$227K 0.03%
5,961
318
$225K 0.03%
2,776
-10
319
$225K 0.03%
1,725
-350
320
$225K 0.03%
505
-175
321
$221K 0.03%
2,540
-970
322
$220K 0.03%
14,555
+1,288
323
$220K 0.03%
6,025
+500
324
$219K 0.03%
4,500
325
$217K 0.03%
3,454
11 12
13
14 15