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
526
$44.2K 0.01%
450
-540
527
$43.4K 0.01%
371
528
$43.2K 0.01%
325
529
$42.8K 0.01%
1,081
-279
530
$42.7K 0.01%
639
-31
531
$42.5K 0.01%
658
-3,999
532
$42.5K 0.01%
1,774
+244
533
$42.2K 0.01%
87
-239
534
$42.1K 0.01%
1,750
535
$41.7K 0.01%
280
-450
536
$41.6K 0.01%
600
537
$41.1K 0.01%
100
-250
538
$40.9K 0.01%
1,966
+135
539
$40.8K 0.01%
5,000
540
$40.4K 0.01%
500
541
$40.4K 0.01%
235
-100
542
$39.9K 0.01%
75
543
$39.3K 0.01%
363
544
$39.2K 0.01%
557
+201
545
$39K 0.01%
514
546
$38.4K ﹤0.01%
1,350
-111
547
$38.2K ﹤0.01%
610
548
$38.1K ﹤0.01%
2,500
549
$38K ﹤0.01%
200
550
$37.5K ﹤0.01%
325
20 21
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