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
426
$30.7K 0.01%
1,926
-1,096
427
$30.2K 0.01%
1,000
428
$30.1K 0.01%
400
429
$29.8K 0.01%
710
430
$29.6K 0.01%
400
431
$29K 0.01%
735
432
$28.3K 0.01%
1,800
+800
433
$28.3K 0.01%
3,169
434
$28.1K 0.01%
240
435
$27.8K 0.01%
740
436
$27.7K 0.01%
315
437
$27.6K 0.01%
623
438
$27.3K 0.01%
1,400
439
$27.2K 0.01%
220
440
$26.7K 0.01%
666
441
$26.7K 0.01%
200
442
$26.6K 0.01%
600
443
$26.3K 0.01%
133
444
$26K 0.01%
+1,880
445
$26K 0.01%
225
446
$25.8K 0.01%
362
+74
447
$25.6K 0.01%
1,000
-900
448
$25.2K 0.01%
350
+300
449
$24.9K 0.01%
512
+200
450
$24.5K 0.01%
448