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
326
$216K 0.03%
1,219
-468
327
$214K 0.03%
8,072
+500
328
$212K 0.03%
2,246
+1
329
$212K 0.03%
3,080
330
$212K 0.03%
1,995
-535
331
$211K 0.03%
2,600
+100
332
$211K 0.03%
7,175
+2,500
333
$209K 0.03%
1,040
-150
334
$208K 0.03%
1,835
+1
335
$208K 0.03%
2,178
336
$204K 0.03%
4,575
-175
337
$204K 0.03%
6,900
-4,900
338
$203K 0.03%
1,220
-250
339
$202K 0.03%
900
340
$199K 0.03%
431
341
$199K 0.03%
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342
$199K 0.03%
2,446
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343
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344
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3,150
345
$196K 0.03%
5,905
+2,555
346
$194K 0.02%
+4,500
347
$194K 0.02%
5,000
348
$193K 0.02%
995
-1,172
349
$192K 0.02%
851
350
$188K 0.02%
16,245
-7,424
12 13
14
15 16