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
476
$62.7K 0.01%
2,000
+1,000
477
$62.6K 0.01%
275
+150
478
$61.5K 0.01%
3,500
479
$61.3K 0.01%
1,526
-100
480
$60.2K 0.01%
247
481
$60.1K 0.01%
800
482
$60.1K 0.01%
314
483
$59.7K 0.01%
1,000
+350
484
$59.3K 0.01%
1,100
485
$58.7K 0.01%
350
486
$58.5K 0.01%
2,014
-299
487
$57.5K 0.01%
267
488
$57K 0.01%
+538
489
$57K 0.01%
419
-806
490
$56.7K 0.01%
6,000
-3,818
491
$55.7K 0.01%
+514
492
$55.6K 0.01%
1,500
493
$55.3K 0.01%
1,738
494
$55.1K 0.01%
922
-3,450
495
$54.3K 0.01%
2,180
496
$54K 0.01%
2,400
497
$53.8K 0.01%
10,510
498
$53.4K 0.01%
2,000
-65
499
$53.3K 0.01%
944
500
$53K 0.01%
154
+128
18 19
20
21 22