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
626
$3.22K ﹤0.01%
200
627
$3.19K ﹤0.01%
700
628
$3.12K ﹤0.01%
+44
629
$3.07K ﹤0.01%
100
630
$3K ﹤0.01%
104
+1
631
$2.98K ﹤0.01%
30
632
$2.92K ﹤0.01%
13
633
$2.71K ﹤0.01%
105
634
$2.62K ﹤0.01%
100
635
$2.59K ﹤0.01%
50
636
$2.46K ﹤0.01%
+500
637
$2.45K ﹤0.01%
100
638
$2.39K ﹤0.01%
+50
639
$2.31K ﹤0.01%
226
640
$2.17K ﹤0.01%
500
641
$2.06K ﹤0.01%
35
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642
$2K ﹤0.01%
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$1.96K ﹤0.01%
55
644
$1.92K ﹤0.01%
50
645
$1.92K ﹤0.01%
30
646
$1.74K ﹤0.01%
200
647
$1.67K ﹤0.01%
100
-200
648
$1.6K ﹤0.01%
2
649
$1.51K ﹤0.01%
55
650
$1.48K ﹤0.01%
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