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
501
$52.6K 0.01%
1,314
-655
502
$52K 0.01%
795
503
$51.6K 0.01%
2,000
504
$51.2K 0.01%
589
+3
505
$51K 0.01%
578
506
$51K 0.01%
660
-2,500
507
$50.2K 0.01%
510
-1,400
508
$49.7K 0.01%
1,166
+100
509
$49.5K 0.01%
1,000
510
$49.4K 0.01%
338
-2
511
$49.2K 0.01%
1,200
-4,600
512
$49.2K 0.01%
502
-376
513
$48.6K 0.01%
3,057
+250
514
$48.6K 0.01%
1,440
515
$47.9K 0.01%
100
516
$47.8K 0.01%
800
517
$47.8K 0.01%
61
-9
518
$47.7K 0.01%
2,816
519
$46.8K 0.01%
4,000
520
$46.5K 0.01%
650
521
$46K 0.01%
248
522
$45.6K 0.01%
150
-550
523
$45.3K 0.01%
1,277
+2
524
$45.2K 0.01%
175
525
$44.3K 0.01%
462
19 20
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