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
351
$214K 0.02%
2,850
352
$214K 0.02%
3,653
+126
353
$210K 0.02%
917
354
$209K 0.02%
1,329
355
$206K 0.02%
367
-33
356
$206K 0.02%
4,901
357
$204K 0.02%
2,530
358
$203K 0.02%
13,500
359
$202K 0.02%
2,441
360
$201K 0.02%
1,177
+21
361
$201K 0.02%
1,197
-25
362
$196K 0.02%
1,375
363
$196K 0.02%
410
364
$193K 0.02%
5,504
-210
365
$191K 0.02%
4,092
366
$191K 0.02%
3,841
+13
367
$190K 0.02%
312
368
$188K 0.02%
+4,928
369
$186K 0.02%
1,234
370
$186K 0.02%
1,983
371
$185K 0.02%
4,700
372
$183K 0.02%
419
373
$182K 0.02%
3,000
374
$182K 0.02%
859
-70
375
$182K 0.02%
2,558
+1
13 14
15
16 17