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
401
$121K 0.02%
2,350
402
$120K 0.02%
1,050
-750
403
$120K 0.02%
905
-400
404
$118K 0.02%
245
-485
405
$118K 0.02%
6,261
+100
406
$117K 0.02%
2,726
407
$115K 0.01%
721
+84
408
$114K 0.01%
389
409
$113K 0.01%
2,900
-200
410
$112K 0.01%
1,899
+3
411
$109K 0.01%
1,106
-2,207
412
$109K 0.01%
3,375
-139
413
$108K 0.01%
5,532
414
$107K 0.01%
550
415
$107K 0.01%
10,205
416
$106K 0.01%
3,200
-150
417
$104K 0.01%
4,330
418
$103K 0.01%
1,698
-2,840
419
$101K 0.01%
2,057
-27
420
$98.4K 0.01%
75
421
$97.9K 0.01%
+2,250
422
$97.8K 0.01%
2,998
-1,305
423
$95.2K 0.01%
485
424
$91.5K 0.01%
8,000
425
$88.8K 0.01%
75
-200
15 16
17
18 19