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
626
$33.6K ﹤0.01%
300
627
$33.5K ﹤0.01%
1,105
628
$33.2K ﹤0.01%
320
629
$33.1K ﹤0.01%
2,577
630
$32.9K ﹤0.01%
400
631
$32.7K ﹤0.01%
1,100
632
$32.6K ﹤0.01%
400
633
$32K ﹤0.01%
250
+2
634
$31.9K ﹤0.01%
80
635
$31.9K ﹤0.01%
3,226
636
$31.7K ﹤0.01%
300
637
$31.6K ﹤0.01%
777
638
$31.5K ﹤0.01%
1,639
-981
639
$31.5K ﹤0.01%
800
640
$31.2K ﹤0.01%
117
641
$31.1K ﹤0.01%
947
642
$31.1K ﹤0.01%
154
643
$31K ﹤0.01%
1,863
644
$30.8K ﹤0.01%
700
645
$30.7K ﹤0.01%
2,615
+88
646
$30.7K ﹤0.01%
1,683
647
$30.3K ﹤0.01%
94
648
$30.3K ﹤0.01%
578
649
$30.2K ﹤0.01%
339
650
$30.1K ﹤0.01%
301
24 25
26
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