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
$434M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Sells

1 +$3.17M
2 +$581K
3 +$297K
4
V icon
Visa
V
+$270K
5
MLM icon
Martin Marietta Materials
MLM
+$247K

Sector Composition

1 Financials 12.8%
2 Healthcare 11.37%
3 Technology 11.36%
4 Industrials 9%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$8.89K ﹤0.01%
55
+20
652
$8.87K ﹤0.01%
375
653
$8.66K ﹤0.01%
221
654
$8.66K ﹤0.01%
434
-1,759
655
$8.63K ﹤0.01%
1,900
656
$8.41K ﹤0.01%
64
657
$8.33K ﹤0.01%
75
658
$8.19K ﹤0.01%
25
659
$8.19K ﹤0.01%
+200
660
$8.17K ﹤0.01%
130
661
$8.04K ﹤0.01%
263
662
$7.89K ﹤0.01%
408
663
$7.84K ﹤0.01%
500
664
$7.65K ﹤0.01%
200
665
$7.65K ﹤0.01%
400
666
$7.38K ﹤0.01%
50
667
$7.36K ﹤0.01%
600
668
$7.13K ﹤0.01%
130
669
$6.9K ﹤0.01%
183
670
$6.84K ﹤0.01%
146
671
$6.82K ﹤0.01%
61
+20
672
$6.81K ﹤0.01%
500
673
$6.77K ﹤0.01%
175
674
$6.62K ﹤0.01%
146
675
$6.48K ﹤0.01%
422