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
476
$17.8K 0.01%
397
-2,050
477
$17.8K 0.01%
375
478
$17.7K 0.01%
225
479
$17.6K 0.01%
1,550
480
$17.5K 0.01%
348
481
$17.4K 0.01%
300
482
$17.4K 0.01%
+1,000
483
$17.4K 0.01%
777
484
$17.4K 0.01%
800
-1,000
485
$17.2K 0.01%
211
486
$17.1K 0.01%
5,508
-500
487
$17.1K 0.01%
833
488
$17K 0.01%
500
489
$16.7K 0.01%
400
490
$16.5K 0.01%
500
491
$16.3K 0.01%
400
492
$16.1K 0.01%
550
493
$15.6K 0.01%
400
-135
494
$15.5K 0.01%
400
495
$15.4K 0.01%
273
496
$15.3K 0.01%
156
497
$15.1K 0.01%
200
498
$14.8K 0.01%
1,034
-1,025
499
$14.8K 0.01%
215
500
$14.8K 0.01%
265
-200