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
26
$6.93M 0.89%
14,178
-437
27
$6.83M 0.87%
76,120
+5,456
28
$6.58M 0.84%
50,445
+2,325
29
$6.55M 0.84%
43,169
+4,458
30
$6.5M 0.83%
13,864
+419
31
$6.21M 0.79%
20,003
+950
32
$5.88M 0.75%
160,224
+442
33
$5.81M 0.74%
36,940
+4,776
34
$5.66M 0.72%
51,873
-1,312
35
$5.51M 0.7%
31,787
36
$5.39M 0.69%
13,231
-179
37
$5.36M 0.68%
60,861
+4,855
38
$5.36M 0.68%
76,279
+8,275
39
$5.36M 0.68%
18,662
+849
40
$5.18M 0.66%
58,071
-4,018
41
$5.01M 0.64%
134,960
-4,334
42
$4.99M 0.64%
88,313
+734
43
$4.88M 0.62%
117,559
+577
44
$4.84M 0.62%
130,172
+18,869
45
$4.74M 0.61%
82,160
+3,375
46
$4.61M 0.59%
38,701
-3,699
47
$4.58M 0.59%
91,370
+8,675
48
$4.51M 0.58%
8,649
+300
49
$4.45M 0.57%
29,063
+422
50
$4.3M 0.55%
23,221
+656
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