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
551
$37.4K ﹤0.01%
930
552
$37.3K ﹤0.01%
256
553
$36.6K ﹤0.01%
1,169
554
$36.1K ﹤0.01%
+423
555
$36K ﹤0.01%
1,121
556
$36K ﹤0.01%
215
557
$35.8K ﹤0.01%
3,275
-1,300
558
$35.6K ﹤0.01%
750
559
$35.5K ﹤0.01%
1,541
560
$35.4K ﹤0.01%
189
561
$35K ﹤0.01%
1,040
562
$35K ﹤0.01%
700
+300
563
$34.9K ﹤0.01%
2,700
564
$34.6K ﹤0.01%
363
565
$34.5K ﹤0.01%
533
566
$34.4K ﹤0.01%
1,300
-1,000
567
$34.3K ﹤0.01%
+404
568
$34K ﹤0.01%
2,298
+31
569
$34K ﹤0.01%
3,200
-500
570
$33.5K ﹤0.01%
571
571
$33.4K ﹤0.01%
501
-1,140
572
$33.3K ﹤0.01%
400
-265
573
$33.2K ﹤0.01%
333
574
$33.2K ﹤0.01%
530
-1,230
575
$32.5K ﹤0.01%
385
-115
21 22
23
24 25