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
26
$2.37M 0.89%
17,659
-185
27
$2.29M 0.85%
47,585
+103
28
$2.27M 0.85%
40,392
+1,521
29
$2.25M 0.84%
26,759
+525
30
$2.21M 0.83%
26,331
+1,530
31
$2.19M 0.82%
98,886
32
$2.16M 0.81%
49,236
-400
33
$2.16M 0.81%
23,577
-1,306
34
$2.12M 0.79%
38,555
-895
35
$2.07M 0.77%
44,200
-500
36
$2.02M 0.75%
17,149
-89
37
$1.91M 0.72%
78,838
-532
38
$1.91M 0.71%
49,758
+1,770
39
$1.89M 0.71%
26,568
+6,105
40
$1.88M 0.7%
54,370
-2,120
41
$1.86M 0.69%
76,015
+6,937
42
$1.76M 0.66%
1,198
-5
43
$1.68M 0.63%
15,524
-439
44
$1.6M 0.6%
41,480
+400
45
$1.6M 0.6%
10,248
+15
46
$1.59M 0.59%
52,524
-655
47
$1.57M 0.59%
9,785
-85
48
$1.56M 0.58%
130,422
-3,513
49
$1.55M 0.58%
29,120
-3,200
50
$1.53M 0.57%
17,724
-50
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2
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