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
676
$20.2K ﹤0.01%
2,226
677
$19.8K ﹤0.01%
908
678
$19.7K ﹤0.01%
145
679
$19.7K ﹤0.01%
1,100
680
$19.7K ﹤0.01%
419
+319
681
$19.6K ﹤0.01%
+56
682
$19.4K ﹤0.01%
1,800
683
$19.4K ﹤0.01%
200
684
$19.3K ﹤0.01%
500
685
$19.2K ﹤0.01%
917
-693,435
686
$19.1K ﹤0.01%
+750
687
$19K ﹤0.01%
169
688
$18.7K ﹤0.01%
94
+34
689
$18.7K ﹤0.01%
1,214
690
$18.5K ﹤0.01%
129
+4
691
$18.3K ﹤0.01%
+200
692
$18.1K ﹤0.01%
+88
693
$18.1K ﹤0.01%
60
694
$17.9K ﹤0.01%
200
695
$17.9K ﹤0.01%
300
696
$17.7K ﹤0.01%
533
-781
697
$17.4K ﹤0.01%
756
+2
698
$16.9K ﹤0.01%
25
+16
699
$16.9K ﹤0.01%
200
700
$16.9K ﹤0.01%
354
+1