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
476
$91.9K 0.01%
1,435
477
$91.4K 0.01%
1,084
478
$90.6K 0.01%
1,150
+150
479
$90K 0.01%
562
480
$89.6K 0.01%
454
+10
481
$89.6K 0.01%
2,495
482
$88.4K 0.01%
1,203
483
$87.9K 0.01%
1,815
-28
484
$87.8K 0.01%
2,567
485
$87.1K 0.01%
1,478
486
$87K 0.01%
2,498
+23
487
$86.7K 0.01%
1,845
488
$86.3K 0.01%
280
489
$86.2K 0.01%
205
+1
490
$85.5K 0.01%
855
491
$85.4K 0.01%
350
492
$85.1K 0.01%
10,687
+29
493
$84.9K 0.01%
2,159
494
$84.6K 0.01%
856
495
$83.1K 0.01%
654
496
$83.1K 0.01%
294
497
$82.8K 0.01%
2,000
498
$82.5K 0.01%
2,479
-75
499
$82.3K 0.01%
1,524
500
$82K 0.01%
996
18 19
20
21 22