AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
676
$16.4K ﹤0.01%
200
677
$16.1K ﹤0.01%
800
678
$15.6K ﹤0.01%
+100
679
$15.4K ﹤0.01%
200
680
$15.2K ﹤0.01%
990
+590
681
$14.6K ﹤0.01%
159
+4
682
$14.5K ﹤0.01%
234
+2
683
$14.5K ﹤0.01%
+38
684
$14.4K ﹤0.01%
83
-415
685
$14.4K ﹤0.01%
268
686
$14.4K ﹤0.01%
200
-125
687
$14.2K ﹤0.01%
125
688
$14.1K ﹤0.01%
2,500
689
$13.9K ﹤0.01%
335
690
$13.8K ﹤0.01%
700
691
$13.8K ﹤0.01%
600
692
$13.7K ﹤0.01%
67
-149
693
$13.7K ﹤0.01%
1,214
694
$13.5K ﹤0.01%
145
695
$13.4K ﹤0.01%
194
696
$13.3K ﹤0.01%
64
697
$13K ﹤0.01%
150
698
$12.8K ﹤0.01%
1,400
-1,650
699
$12.7K ﹤0.01%
200
700
$12.6K ﹤0.01%
250
26 27
28
29 30