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
451
$72.4K 0.01%
197
452
$72.3K 0.01%
144
453
$72.2K 0.01%
544
-137
454
$72.1K 0.01%
827
+43
455
$71.7K 0.01%
1,110
-235
456
$70.6K 0.01%
1,475
+4
457
$70.5K 0.01%
1,458
-609
458
$69.5K 0.01%
635
459
$69.4K 0.01%
50
460
$69.3K 0.01%
855
461
$69.2K 0.01%
1,961
462
$69.2K 0.01%
5,981
463
$68.6K 0.01%
1,680
464
$68.2K 0.01%
1,141
+126
465
$66.9K 0.01%
623
-58
466
$66.7K 0.01%
393
467
$66.1K 0.01%
722
468
$64.9K 0.01%
1,759
+2
469
$64.9K 0.01%
1,950
-200
470
$64.8K 0.01%
1,318
471
$64.5K 0.01%
956
-150
472
$64.3K 0.01%
2,495
473
$63.7K 0.01%
+560
474
$63.1K 0.01%
1,000
475
$62.9K 0.01%
438
17 18
19
20 21