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
676
$6.43K ﹤0.01%
118
677
$6.38K ﹤0.01%
+149
678
$6.31K ﹤0.01%
+250
679
$6.13K ﹤0.01%
400
680
$5.91K ﹤0.01%
50
681
$5.87K ﹤0.01%
319
+3
682
$5.86K ﹤0.01%
375
683
$5.76K ﹤0.01%
99
684
$5.57K ﹤0.01%
100
685
$5.54K ﹤0.01%
50
686
$5.53K ﹤0.01%
250
687
$5.48K ﹤0.01%
145
688
$5.48K ﹤0.01%
62
689
$5.33K ﹤0.01%
80
690
$5.3K ﹤0.01%
50
691
$5.3K ﹤0.01%
55
692
$5.28K ﹤0.01%
+47
693
$5.27K ﹤0.01%
500
694
$5.26K ﹤0.01%
1,000
695
$5.25K ﹤0.01%
200
-55
696
$5.16K ﹤0.01%
350
697
$5.15K ﹤0.01%
92
698
$5.1K ﹤0.01%
125
699
$5.07K ﹤0.01%
112
700
$4.8K ﹤0.01%
117