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
651
$1.45K ﹤0.01%
60
652
$1.44K ﹤0.01%
57
-5
653
$1.4K ﹤0.01%
450
-1,000
654
$1.38K ﹤0.01%
55
655
$1.15K ﹤0.01%
100
656
$1.02K ﹤0.01%
239
657
$725 ﹤0.01%
10
658
$669 ﹤0.01%
22
659
$642 ﹤0.01%
+29
660
$627 ﹤0.01%
21
661
$614 ﹤0.01%
14
662
$395 ﹤0.01%
8
-16
663
$393 ﹤0.01%
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664
$382 ﹤0.01%
16
665
$314 ﹤0.01%
10
666
$188 ﹤0.01%
6
667
$165 ﹤0.01%
8
668
$120 ﹤0.01%
8
669
$82 ﹤0.01%
4
670
$74 ﹤0.01%
6
671
– –
-1,200
672
– –
0
673
– –
-200
674
– –
-25
675
– –
-40
24 25 26
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