AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$2.04M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1
+$20.2M
2
+$1.22M
3
+$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.61M 0.9%
106,996
+112
27
$9.52M 0.89%
39,333
+294
28
$9.28M 0.87%
18,266
29
$8.67M 0.81%
121,088
-632
30
$8.65M 0.81%
79,799
+7,276
31
$7.83M 0.73%
8,280
+98
32
$7.8M 0.73%
40,400
-1,645
33
$7.63M 0.71%
34,568
-49
34
$7.35M 0.69%
20,060
+56
35
$7.18M 0.67%
141,912
+14,937
36
$7.17M 0.67%
45,195
-52
37
$7.17M 0.67%
81,698
+154
38
$7.06M 0.66%
53,225
-549
39
$6.89M 0.64%
74,983
-1,338
40
$6.88M 0.64%
41,126
+332
41
$6.84M 0.64%
29,554
-352
42
$6.73M 0.63%
27,611
-779
43
$6.44M 0.6%
16,782
+208
44
$6.43M 0.6%
106,797
+275
45
$6.28M 0.59%
69,985
-654
46
$6.18M 0.58%
40,249
+4,818
47
$6.06M 0.57%
64,980
-700
48
$5.99M 0.56%
17,152
+219
49
$5.8M 0.54%
8,617
+6
50
$5.78M 0.54%
11,622
+157
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