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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Sells

1 +$14.5M
2 +$1.54M
3 +$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$27K ﹤0.01%
445
+40
627
$26.9K ﹤0.01%
315
628
$26.6K ﹤0.01%
160
629
$26.6K ﹤0.01%
2,228
-925
630
$26.5K ﹤0.01%
164
+11
631
$26.2K ﹤0.01%
386
632
$26.1K ﹤0.01%
570
633
$26.1K ﹤0.01%
460
+60
634
$26K ﹤0.01%
210
635
$25.5K ﹤0.01%
730
636
$25.5K ﹤0.01%
301
637
$25.1K ﹤0.01%
429
638
$25.1K ﹤0.01%
264
639
$25K ﹤0.01%
170
-50
640
$24.9K ﹤0.01%
600
+100
641
$24.8K ﹤0.01%
50
642
$24.7K ﹤0.01%
81
+31
643
$24.6K ﹤0.01%
1,375
644
$24.6K ﹤0.01%
500
645
$24.2K ﹤0.01%
2,057
646
$24K ﹤0.01%
100
647
$23.8K ﹤0.01%
+75
648
$23.7K ﹤0.01%
154
+76
649
$23.5K ﹤0.01%
216
650
$23.5K ﹤0.01%
446