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
526
$65.6K 0.01%
525
527
$65.5K 0.01%
319
528
$64.5K 0.01%
402
+11
529
$64K 0.01%
587
530
$63.7K 0.01%
488
531
$63.6K 0.01%
773
+72
532
$63.3K 0.01%
371
533
$63K 0.01%
602
534
$62.5K 0.01%
2,000
535
$62.4K 0.01%
1,462
536
$62.3K 0.01%
1,250
537
$62K 0.01%
1,223
+9
538
$61.9K 0.01%
758
+2
539
$61.9K 0.01%
2,034
+3
540
$61.3K 0.01%
2,000
541
$60.9K 0.01%
942
542
$60.9K 0.01%
44
-783
543
$60.3K 0.01%
+1,702
544
$60.2K 0.01%
2,100
545
$60.1K 0.01%
830
546
$58.4K 0.01%
707
547
$58.2K 0.01%
+3,333
548
$57.3K 0.01%
2,000
-4,200
549
$57.1K 0.01%
4,000
550
$56.4K 0.01%
504
20 21
22
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