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
451
$24.4K 0.01%
226
452
$23.9K 0.01%
1,240
-1,400
453
$23.3K 0.01%
+397
454
$23.2K 0.01%
191
455
$23.2K 0.01%
275
456
$23.1K 0.01%
1,000
457
$23.1K 0.01%
2,400
458
$22.9K 0.01%
800
459
$22.9K 0.01%
277
460
$22.8K 0.01%
1,043
461
$22.8K 0.01%
425
-94
462
$22.6K 0.01%
2,000
463
$22.4K 0.01%
427
+3
464
$22.1K 0.01%
203
465
$21.8K 0.01%
325
466
$21.5K 0.01%
261
+100
467
$21K 0.01%
+975
468
$20.6K 0.01%
1,699
-343
469
$20K 0.01%
703
470
$19.5K 0.01%
127
471
$19.1K 0.01%
400
472
$19K 0.01%
2,000
473
$18.7K 0.01%
150
474
$18.5K 0.01%
1,000
475
$18.2K 0.01%
1,175
17 18
19
20 21