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
376
$180K 0.02%
4,942
+2
377
$180K 0.02%
3,000
378
$180K 0.02%
1,608
-113
379
$177K 0.02%
1,600
-150
380
$176K 0.02%
2,421
381
$174K 0.02%
3,000
382
$173K 0.02%
2,544
383
$172K 0.02%
3,100
384
$172K 0.02%
9,400
+2,900
385
$171K 0.02%
5,480
386
$171K 0.02%
5,062
+221
387
$171K 0.02%
1,434
+3
388
$170K 0.02%
289
389
$169K 0.02%
5,440
-405
390
$167K 0.02%
456
391
$166K 0.02%
1,865
392
$164K 0.02%
1,305
393
$163K 0.02%
6,496
-120
394
$162K 0.02%
4,000
395
$160K 0.01%
1,337
396
$159K 0.01%
900
397
$158K 0.01%
+5,540
398
$156K 0.01%
+1,685
399
$155K 0.01%
1,774
400
$154K 0.01%
23,000
14 15
16
17 18