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
$434M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Sells

1 +$3.17M
2 +$581K
3 +$297K
4
V icon
Visa
V
+$270K
5
MLM icon
Martin Marietta Materials
MLM
+$247K

Sector Composition

1 Financials 12.8%
2 Healthcare 11.37%
3 Technology 11.36%
4 Industrials 9%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$27.4K 0.01%
1,451
+451
527
$27.4K 0.01%
800
528
$27.4K 0.01%
289
529
$27.1K 0.01%
179
530
$26.9K 0.01%
270
531
$26.8K 0.01%
1,500
532
$26.1K 0.01%
448
533
$25.8K 0.01%
235
534
$25.7K 0.01%
500
535
$25.6K 0.01%
110
+40
536
$24.9K 0.01%
1,130
-200
537
$24.8K 0.01%
254
-18
538
$24.8K 0.01%
400
539
$24.8K 0.01%
463
540
$24.4K 0.01%
875
-100
541
$24.4K 0.01%
650
+500
542
$24K 0.01%
503
543
$23.9K 0.01%
233
544
$23.7K 0.01%
816
-200
545
$23.6K 0.01%
2,050
-250
546
$23.5K 0.01%
300
547
$23.2K 0.01%
293
-58
548
$23.1K 0.01%
85
549
$23.1K 0.01%
205
-200
550
$23K 0.01%
+310