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
601
$4.63K ﹤0.01%
700
602
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600
603
$4.49K ﹤0.01%
67
604
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500
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1,000
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1,500
609
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+100
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500
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$4.08K ﹤0.01%
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612
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100
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100
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$3.77K ﹤0.01%
109
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$3.71K ﹤0.01%
250
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250
619
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40
620
$3.33K ﹤0.01%
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621
$3.31K ﹤0.01%
624
622
$3.3K ﹤0.01%
90
623
$3.28K ﹤0.01%
30
624
$3.25K ﹤0.01%
100
625
$3.23K ﹤0.01%
100
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