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
$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
376
$153K 0.02%
7,004
+22
377
$147K 0.02%
5,591
+1,419
378
$147K 0.02%
1,663
379
$147K 0.02%
1,794
380
$143K 0.02%
1,305
-32
381
$142K 0.02%
4,627
382
$142K 0.02%
4,338
+100
383
$141K 0.02%
362
-6
384
$140K 0.02%
11,188
-418
385
$139K 0.02%
1,237
386
$139K 0.02%
1,550
-2,505
387
$139K 0.02%
1,867
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388
$137K 0.02%
2,150
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389
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4,334
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390
$135K 0.02%
905
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391
$134K 0.02%
7,503
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392
$130K 0.02%
291
393
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485
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$129K 0.02%
3,453
+7
395
$127K 0.02%
3,000
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396
$126K 0.02%
2,917
397
$125K 0.02%
1,400
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398
$125K 0.02%
2,560
399
$124K 0.02%
1,540
-1,250
400
$122K 0.02%
589
14 15
16
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