AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$2.04M
3 +$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1 +$20.2M
2 +$1.22M
3 +$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$39K ﹤0.01%
185
602
$38.5K ﹤0.01%
508
603
$38.2K ﹤0.01%
404
604
$38.2K ﹤0.01%
347
605
$38.2K ﹤0.01%
100
606
$38.1K ﹤0.01%
+2,101
607
$38.1K ﹤0.01%
915
-385
608
$37.6K ﹤0.01%
+2,226
609
$37.3K ﹤0.01%
679
610
$37.3K ﹤0.01%
1,121
611
$36.2K ﹤0.01%
567
+1
612
$36K ﹤0.01%
200
613
$36K ﹤0.01%
3,275
614
$35.1K ﹤0.01%
500
615
$35K ﹤0.01%
269
616
$35K ﹤0.01%
257
617
$34.9K ﹤0.01%
414
-100
618
$34.9K ﹤0.01%
147
+1
619
$34.8K ﹤0.01%
384
620
$34.5K ﹤0.01%
954
621
$34.3K ﹤0.01%
+3,000
622
$34.1K ﹤0.01%
134
623
$33.9K ﹤0.01%
950
624
$33.9K ﹤0.01%
700
625
$33.9K ﹤0.01%
426