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
426
$85.4K 0.01%
1,505
+25
427
$85.3K 0.01%
23,000
428
$84.7K 0.01%
1,925
-100
429
$84.2K 0.01%
10,000
430
$83.6K 0.01%
3,430
431
$83.4K 0.01%
1,125
-50
432
$83.2K 0.01%
730
-70
433
$83K 0.01%
1,137
+150
434
$82.1K 0.01%
3,334
435
$82K 0.01%
5,711
-2,500
436
$81.3K 0.01%
1,250
-1,750
437
$80.3K 0.01%
12,581
-935
438
$80K 0.01%
665
-1,167
439
$77.9K 0.01%
6,381
-3,492
440
$77.7K 0.01%
5,050
441
$77.6K 0.01%
1,586
-100
442
$75.4K 0.01%
2,542
443
$74.8K 0.01%
3,931
444
$74.8K 0.01%
1,500
445
$74.6K 0.01%
702
-236
446
$74.5K 0.01%
971
+1
447
$74K 0.01%
461
448
$73.5K 0.01%
1,250
449
$73.2K 0.01%
500
-250
450
$72.8K 0.01%
731
16 17
18
19 20