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
501
$81.8K 0.01%
2,180
502
$81.3K 0.01%
376
503
$78.7K 0.01%
697
+1
504
$78.4K 0.01%
322
505
$76K 0.01%
1,100
-20
506
$75.9K 0.01%
285
507
$74.5K 0.01%
780
-50
508
$73.6K 0.01%
274
509
$73.4K 0.01%
+3,000
510
$73.4K 0.01%
2,350
511
$72.7K 0.01%
450
512
$72.6K 0.01%
198
+50
513
$72K 0.01%
61
514
$71.7K 0.01%
800
515
$71.5K 0.01%
3,000
516
$70.8K 0.01%
+3,000
517
$70.7K 0.01%
+3,815
518
$70K 0.01%
5,981
519
$68.3K 0.01%
1,000
520
$67.9K 0.01%
664
521
$67.5K 0.01%
1,013
+119
522
$66.9K 0.01%
1,600
+600
523
$66.4K 0.01%
1,500
524
$66.1K 0.01%
1,766
525
$65.7K 0.01%
1,098
-45
19 20
21
22 23