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
$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
351
$187K 0.02%
1,987
+893
352
$187K 0.02%
2,773
+200
353
$186K 0.02%
2,907
-1,388
354
$181K 0.02%
740
-35
355
$181K 0.02%
6,051
-359
356
$179K 0.02%
3,113
-903
357
$178K 0.02%
2,770
-5,750
358
$178K 0.02%
1,518
+291
359
$177K 0.02%
520
-650
360
$174K 0.02%
9,268
361
$172K 0.02%
10,250
362
$172K 0.02%
3,734
-1,574
363
$172K 0.02%
688
-125
364
$171K 0.02%
1,237
365
$171K 0.02%
1,200
366
$169K 0.02%
5,592
-897
367
$169K 0.02%
1,149
+49
368
$168K 0.02%
7,524
-114
369
$164K 0.02%
1,956
-1,031
370
$164K 0.02%
1,425
371
$163K 0.02%
1,492
-360
372
$162K 0.02%
15,000
-500
373
$160K 0.02%
2,270
374
$158K 0.02%
933
+2
375
$155K 0.02%
1,104
13 14
15
16 17