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
576
$7.26K ﹤0.01%
375
577
$7.25K ﹤0.01%
257
+152
578
$7.1K ﹤0.01%
200
579
$7.01K ﹤0.01%
+250
580
$6.81K ﹤0.01%
1,271
581
$6.74K ﹤0.01%
300
582
$6.46K ﹤0.01%
100
583
$6.42K ﹤0.01%
44
584
$6.33K ﹤0.01%
100
585
$6.17K ﹤0.01%
422
586
$6.17K ﹤0.01%
280
587
$6.12K ﹤0.01%
119
588
$5.99K ﹤0.01%
130
589
$5.84K ﹤0.01%
200
590
$5.82K ﹤0.01%
150
591
$5.63K ﹤0.01%
500
592
$5.56K ﹤0.01%
55
593
$5.54K ﹤0.01%
+250
594
$5.05K ﹤0.01%
500
595
$5K ﹤0.01%
147
596
$5K ﹤0.01%
150
597
$4.97K ﹤0.01%
1,000
598
$4.95K ﹤0.01%
72
599
$4.7K ﹤0.01%
80
600
$4.68K ﹤0.01%
170