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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Sells

1 +$14.5M
2 +$1.54M
3 +$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$36.9K ﹤0.01%
146
+9
577
$36.7K ﹤0.01%
1,294
-249
578
$36.6K ﹤0.01%
1,121
579
$36K ﹤0.01%
347
580
$35.9K ﹤0.01%
15,000
581
$35.8K ﹤0.01%
1,300
582
$35.7K ﹤0.01%
725
583
$35.7K ﹤0.01%
1,105
584
$35.6K ﹤0.01%
68
+18
585
$35.1K ﹤0.01%
320
586
$34.9K ﹤0.01%
2,113
+3
587
$34.4K ﹤0.01%
1,100
588
$34.1K ﹤0.01%
1,500
589
$34K ﹤0.01%
947
590
$33.8K ﹤0.01%
269
591
$33.3K ﹤0.01%
5,000
592
$33.3K ﹤0.01%
777
593
$33.1K ﹤0.01%
384
594
$32.9K ﹤0.01%
257
595
$32.9K ﹤0.01%
324
+29
596
$32.6K ﹤0.01%
1,000
+500
597
$32.3K ﹤0.01%
385
598
$32.1K ﹤0.01%
100
-1,000
599
$31.9K ﹤0.01%
2,000
600
$31.9K ﹤0.01%
400