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
$434M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Sells

1 +$3.17M
2 +$581K
3 +$297K
4
V icon
Visa
V
+$270K
5
MLM icon
Martin Marietta Materials
MLM
+$247K

Sector Composition

1 Financials 12.8%
2 Healthcare 11.37%
3 Technology 11.36%
4 Industrials 9%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$17.4K ﹤0.01%
200
577
$17.4K ﹤0.01%
4,000
+2,000
578
$17.4K ﹤0.01%
300
579
$17.4K ﹤0.01%
300
580
$17.4K ﹤0.01%
340
581
$17.2K ﹤0.01%
214
-247
582
$17.1K ﹤0.01%
368
583
$16.8K ﹤0.01%
+1,050
584
$16.8K ﹤0.01%
450
585
$16.7K ﹤0.01%
1,000
586
$16.5K ﹤0.01%
400
-300
587
$16.5K ﹤0.01%
777
588
$16.3K ﹤0.01%
200
589
$16.1K ﹤0.01%
200
590
$16K ﹤0.01%
356
591
$16K ﹤0.01%
300
592
$15.8K ﹤0.01%
100
593
$15.7K ﹤0.01%
290
594
$15.6K ﹤0.01%
351
595
$15.6K ﹤0.01%
300
596
$15.5K ﹤0.01%
255
597
$15.3K ﹤0.01%
350
598
$15.2K ﹤0.01%
550
+150
599
$14.8K ﹤0.01%
1,000
600
$14.6K ﹤0.01%
500