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
576
$32K ﹤0.01%
3,209
-515
577
$31.8K ﹤0.01%
600
578
$31.7K ﹤0.01%
1,750
579
$31.7K ﹤0.01%
+172
580
$31.6K ﹤0.01%
3,000
581
$31.5K ﹤0.01%
2,090
+9
582
$31.5K ﹤0.01%
+1,555
583
$30.9K ﹤0.01%
500
+400
584
$30.6K ﹤0.01%
500
585
$30.6K ﹤0.01%
400
586
$30.5K ﹤0.01%
1,900
587
$30.5K ﹤0.01%
426
588
$30.5K ﹤0.01%
120
-50
589
$30.3K ﹤0.01%
1,000
590
$30.3K ﹤0.01%
184
591
$30.1K ﹤0.01%
1,100
592
$30K ﹤0.01%
128
593
$29.7K ﹤0.01%
225
-525
594
$29.4K ﹤0.01%
777
595
$29.2K ﹤0.01%
100
-13
596
$29.1K ﹤0.01%
1,105
597
$29K ﹤0.01%
2,570
598
$28.9K ﹤0.01%
1,100
+1,000
599
$28.6K ﹤0.01%
450
600
$27.8K ﹤0.01%
447
-143
22 23
24
25 26