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
326
$265K 0.02%
3,045
327
$261K 0.02%
1,778
+196
328
$259K 0.02%
2,094
329
$258K 0.02%
3,454
330
$258K 0.02%
6,521
+26
331
$257K 0.02%
3,141
-100
332
$251K 0.02%
800
333
$248K 0.02%
5,125
334
$243K 0.02%
764
+1
335
$239K 0.02%
3,148
336
$236K 0.02%
4,000
337
$232K 0.02%
2,037
338
$232K 0.02%
2,670
-50
339
$232K 0.02%
370
340
$231K 0.02%
1,720
+4
341
$223K 0.02%
2,057
342
$223K 0.02%
13,329
-2,372
343
$222K 0.02%
1,755
344
$222K 0.02%
3,438
-35
345
$221K 0.02%
7,100
346
$220K 0.02%
+10,894
347
$219K 0.02%
937
+86
348
$218K 0.02%
6,643
+15
349
$217K 0.02%
4,257
+75
350
$216K 0.02%
8,120
-48
12 13
14
15 16