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
376
$53.3K 0.02%
575
-1,645
377
$52.4K 0.02%
1,000
378
$52.4K 0.02%
5,000
379
$51.8K 0.02%
360
380
$51K 0.02%
480
381
$49.7K 0.02%
355
382
$49.2K 0.02%
2,229
-20
383
$47.9K 0.02%
760
-300
384
$47.3K 0.02%
1,000
385
$46.5K 0.02%
757
386
$46.3K 0.02%
549
387
$45.5K 0.02%
700
388
$45.5K 0.02%
7,507
389
$45.3K 0.02%
1,300
390
$44.8K 0.02%
2,315
+7
391
$43.8K 0.02%
1,000
392
$43.4K 0.02%
740
393
$42K 0.02%
1,350
394
$41.8K 0.02%
510
-65
395
$41.8K 0.02%
1,200
396
$41.2K 0.02%
6,000
+500
397
$41.1K 0.02%
1,100
-185
398
$41K 0.02%
800
-100
399
$38.8K 0.01%
3,587
+418
400
$38.8K 0.01%
346
14 15
16
17 18