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
651
$23.5K ﹤0.01%
571
-210
652
$23.4K ﹤0.01%
700
+500
653
$23.2K ﹤0.01%
405
654
$23.1K ﹤0.01%
269
+20
655
$23.1K ﹤0.01%
1,500
656
$23.1K ﹤0.01%
590
-150
657
$22.8K ﹤0.01%
333
658
$22.7K ﹤0.01%
448
659
$22.7K ﹤0.01%
237
660
$22.5K ﹤0.01%
1,500
661
$22.5K ﹤0.01%
298
+148
662
$22.4K ﹤0.01%
700
+300
663
$22.3K ﹤0.01%
300
664
$22.2K ﹤0.01%
+156
665
$22K ﹤0.01%
300
666
$21.6K ﹤0.01%
1,300
667
$21.5K ﹤0.01%
275
668
$21.5K ﹤0.01%
1,143
-11
669
$21.4K ﹤0.01%
+21
670
$21.3K ﹤0.01%
370
671
$21.3K ﹤0.01%
600
672
$21.3K ﹤0.01%
333
673
$20.9K ﹤0.01%
272
674
$20.8K ﹤0.01%
250
+150
675
$20.8K ﹤0.01%
407
+200