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
$783M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1 +$2.44M
2 +$2.44M
3 +$1.93M
4
MSFT icon
Microsoft
MSFT
+$1.12M
5
AAPL icon
Apple
AAPL
+$1.12M

Top Sells

1 +$6.24M
2 +$1.76M
3 +$782K
4
LOW icon
Lowe's Companies
LOW
+$578K
5
SNPS icon
Synopsys
SNPS
+$466K

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
651
$18.8K ﹤0.01%
+40
652
$18.7K ﹤0.01%
50
653
$18.7K ﹤0.01%
50
654
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272
655
$18.6K ﹤0.01%
249
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344
657
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169
658
$18.5K ﹤0.01%
285
659
$18K ﹤0.01%
+453
660
$17.9K ﹤0.01%
+100
661
$17.8K ﹤0.01%
60
662
$17.7K ﹤0.01%
237
-468
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$17.5K ﹤0.01%
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664
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207
665
$17.4K ﹤0.01%
246
666
$17.3K ﹤0.01%
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$17.3K ﹤0.01%
264
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$16.9K ﹤0.01%
300
669
$16.9K ﹤0.01%
908
670
$16.9K ﹤0.01%
50
671
$16.8K ﹤0.01%
1,000
672
$16.7K ﹤0.01%
1,000
673
$16.7K ﹤0.01%
351
674
$16.5K ﹤0.01%
235
-475
675
$16.5K ﹤0.01%
333