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
551
$9.34K ﹤0.01%
400
552
$9.2K ﹤0.01%
300
553
$9.19K ﹤0.01%
415
554
$9.04K ﹤0.01%
+10
555
$9K ﹤0.01%
+600
556
$8.96K ﹤0.01%
150
557
$8.95K ﹤0.01%
184
558
$8.84K ﹤0.01%
180
559
$8.73K ﹤0.01%
105
560
$8.62K ﹤0.01%
155
561
$8.58K ﹤0.01%
200
562
$8.55K ﹤0.01%
600
563
$8.51K ﹤0.01%
375
564
$8.43K ﹤0.01%
185
565
$8.42K ﹤0.01%
525
566
$8.4K ﹤0.01%
930
567
$8.29K ﹤0.01%
500
-200
568
$7.77K ﹤0.01%
100
569
$7.73K ﹤0.01%
400
570
$7.54K ﹤0.01%
600
571
$7.49K ﹤0.01%
508
572
$7.38K ﹤0.01%
129
573
$7.34K ﹤0.01%
514
574
$7.34K ﹤0.01%
400
-1,000
575
$7.33K ﹤0.01%
100
-100
21 22
23
24 25