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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Sells

1 +$1.31M
2 +$859K
3 +$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.44%
2 Financials 13.19%
3 Healthcare 9.78%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$181K 0.02%
3,500
402
$180K 0.01%
1,865
403
$179K 0.01%
620
-25
404
$176K 0.01%
7,500
+2,500
405
$173K 0.01%
1,834
406
$171K 0.01%
900
407
$170K 0.01%
4,700
408
$169K 0.01%
5,177
-134
409
$168K 0.01%
1,619
+11
410
$165K 0.01%
5,362
411
$164K 0.01%
3,760
-120
412
$163K 0.01%
255
413
$162K 0.01%
6,144
414
$162K 0.01%
1,112
415
$162K 0.01%
3,400
416
$156K 0.01%
834
-58
417
$155K 0.01%
4,725
418
$155K 0.01%
3,200
419
$153K 0.01%
6,925
+5,500
420
$152K 0.01%
3,000
-13,367
421
$151K 0.01%
5,000
422
$151K 0.01%
358
+40
423
$150K 0.01%
3,000
424
$150K 0.01%
4,350
+300
425
$149K 0.01%
993