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
501
$14.7K 0.01%
300
502
$14.7K 0.01%
170
503
$13.9K 0.01%
165
504
$13.7K 0.01%
1,300
505
$13.7K 0.01%
+175
506
$13.6K 0.01%
500
507
$13.6K 0.01%
900
508
$13.6K 0.01%
246
509
$13.5K 0.01%
283
510
$13.5K 0.01%
82
511
$13.5K 0.01%
102
512
$13.4K 0.01%
300
513
$13.3K 0.01%
75
514
$13.3K 0.01%
120
515
$13.1K ﹤0.01%
102
516
$13K ﹤0.01%
+1,000
517
$12.7K ﹤0.01%
+165
518
$12.7K ﹤0.01%
130
519
$12.2K ﹤0.01%
103
520
$12.2K ﹤0.01%
+1,000
521
$12.1K ﹤0.01%
+250
522
$12K ﹤0.01%
400
523
$12K ﹤0.01%
450
524
$11.9K ﹤0.01%
500
525
$11.9K ﹤0.01%
161
+2