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
601
$27.6K ﹤0.01%
5,000
602
$27.6K ﹤0.01%
386
603
$27.5K ﹤0.01%
800
604
$27.3K ﹤0.01%
721
-2
605
$27.2K ﹤0.01%
1,437
606
$27K ﹤0.01%
400
607
$26.8K ﹤0.01%
+947
608
$26.4K ﹤0.01%
300
609
$26.3K ﹤0.01%
273
610
$26.2K ﹤0.01%
275
611
$26.1K ﹤0.01%
270
612
$26.1K ﹤0.01%
315
613
$26.1K ﹤0.01%
500
614
$25.7K ﹤0.01%
165
615
$25.2K ﹤0.01%
137
616
$25.2K ﹤0.01%
429
617
$25.1K ﹤0.01%
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618
$24.8K ﹤0.01%
1,000
619
$24.5K ﹤0.01%
1,300
-1,000
620
$24.4K ﹤0.01%
2,000
+1,000
621
$24.1K ﹤0.01%
252
622
$23.4K ﹤0.01%
847
-594
623
$23.3K ﹤0.01%
2,226
624
$23.1K ﹤0.01%
300
625
$22.4K ﹤0.01%
448
-518
23 24
25
26 27