AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$2.46M
2
+$2.45M
3
+$1.93M
4
MSFT icon
Microsoft
MSFT
+$1.03M
5
AAPL icon
Apple
AAPL
+$1M

Top Sells

1
+$6.31M
2
+$1.7M
3
+$713K
4
LOW icon
Lowe's Companies
LOW
+$533K
5
SNPS icon
Synopsys
SNPS
+$431K

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
626
$22.3K ﹤0.01%
570
-16
627
$22.2K ﹤0.01%
200
-150
628
$22K ﹤0.01%
500
629
$21.8K ﹤0.01%
+315
630
$21.6K ﹤0.01%
+400
631
$21.3K ﹤0.01%
1,375
632
$20.8K ﹤0.01%
+1,500
633
$20.8K ﹤0.01%
150
634
$20.7K ﹤0.01%
446
635
$20.6K ﹤0.01%
2,500
636
$20.6K ﹤0.01%
370
637
$20.5K ﹤0.01%
400
+300
638
$20.4K ﹤0.01%
2,000
639
$20.4K ﹤0.01%
500
640
$20.3K ﹤0.01%
100
641
$20.2K ﹤0.01%
250
642
$20.2K ﹤0.01%
320
+170
643
$20.1K ﹤0.01%
+1,500
644
$20K ﹤0.01%
152
+100
645
$19.8K ﹤0.01%
157
-50
646
$19.4K ﹤0.01%
300
647
$19.3K ﹤0.01%
157
-905
648
$19.1K ﹤0.01%
500
649
$19K ﹤0.01%
405
650
$19K ﹤0.01%
600
24 25
26
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