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
351
$68.1K 0.03%
1,945
+150
352
$68K 0.03%
3,778
353
$68K 0.03%
511
354
$67.4K 0.03%
1,246
355
$67.1K 0.03%
1,000
356
$65.5K 0.02%
1,655
+1
357
$63.9K 0.02%
3,500
358
$63.8K 0.02%
1,397
+1,280
359
$63.4K 0.02%
5,532
360
$62.1K 0.02%
650
361
$60.6K 0.02%
578
-200
362
$59.4K 0.02%
1,200
363
$59.2K 0.02%
1,704
+1,590
364
$58.7K 0.02%
5,000
+3,200
365
$58.2K 0.02%
590
366
$57.4K 0.02%
3,676
367
$56.5K 0.02%
164
368
$55.7K 0.02%
3,850
369
$55.6K 0.02%
2,717
-350
370
$55.1K 0.02%
2,875
+950
371
$54.6K 0.02%
2,350
372
$54.5K 0.02%
300
373
$54.1K 0.02%
+2,073
374
$54.1K 0.02%
1,800
375
$53.7K 0.02%
920
13 14
15
16 17