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
526
$11.7K ﹤0.01%
500
527
$11.6K ﹤0.01%
2,980
-200
528
$11.4K ﹤0.01%
400
529
$11.4K ﹤0.01%
133
530
$11.2K ﹤0.01%
85
531
$11.1K ﹤0.01%
155
532
$10.8K ﹤0.01%
150
533
$10.7K ﹤0.01%
1,500
534
$10.6K ﹤0.01%
200
535
$10.5K ﹤0.01%
57
536
$10.2K ﹤0.01%
100
537
$10.2K ﹤0.01%
400
538
$10.2K ﹤0.01%
275
-74
539
$10.1K ﹤0.01%
408
540
$10.1K ﹤0.01%
+150
541
$10K ﹤0.01%
179
542
$9.94K ﹤0.01%
1,058
543
$9.81K ﹤0.01%
276
544
$9.78K ﹤0.01%
200
545
$9.69K ﹤0.01%
315
546
$9.59K ﹤0.01%
600
547
$9.49K ﹤0.01%
500
548
$9.4K ﹤0.01%
100
549
$9.37K ﹤0.01%
405
550
$9.35K ﹤0.01%
76