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
401
$38.6K 0.01%
750
402
$38.4K 0.01%
588
403
$38K 0.01%
1,121
404
$37.8K 0.01%
3,700
+3,000
405
$37.7K 0.01%
854
+265
406
$37.3K 0.01%
319
407
$37K 0.01%
1,333
-75
408
$36.4K 0.01%
1,650
409
$36.2K 0.01%
1,150
+1,000
410
$35.9K 0.01%
1,250
411
$35.9K 0.01%
+430
412
$35.4K 0.01%
675
413
$35.2K 0.01%
+225
414
$35.1K 0.01%
654
415
$34.7K 0.01%
1,000
416
$34.7K 0.01%
400
+100
417
$34.2K 0.01%
+1,217
418
$34.1K 0.01%
1,200
+300
419
$33.3K 0.01%
1,868
420
$32.9K 0.01%
225
+125
421
$32.6K 0.01%
533
422
$32.3K 0.01%
1,100
+550
423
$32.2K 0.01%
2,000
424
$31.5K 0.01%
285
425
$31.3K 0.01%
303