AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1 +$18.8M
2 +$2.04M
3 +$1.41M
4
AAPL icon
Apple
AAPL
+$1.35M
5
BX icon
Blackstone
BX
+$1.06M

Top Sells

1 +$20.2M
2 +$1.13M
3 +$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$840K

Sector Composition

1 Technology 14.68%
2 Financials 13.51%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$24.4K ﹤0.01%
300
-200
677
$24.4K ﹤0.01%
575
678
$24.4K ﹤0.01%
529
+4
679
$24.1K ﹤0.01%
1,780
+4
680
$24.1K ﹤0.01%
300
681
$23.7K ﹤0.01%
250
682
$23.6K ﹤0.01%
3,324
683
$23.6K ﹤0.01%
1,214
684
$23.5K ﹤0.01%
200
685
$23.5K ﹤0.01%
216
686
$23.4K ﹤0.01%
169
687
$23.1K ﹤0.01%
150
688
$22.9K ﹤0.01%
448
689
$22.8K ﹤0.01%
447
690
$22.8K ﹤0.01%
370
691
$22.6K ﹤0.01%
640
692
$22.6K ﹤0.01%
71
693
$22.4K ﹤0.01%
400
694
$22.3K ﹤0.01%
600
695
$22.2K ﹤0.01%
244
696
$22.2K ﹤0.01%
405
697
$22.2K ﹤0.01%
+275
698
$22.1K ﹤0.01%
385
699
$21.8K ﹤0.01%
1,365
+80
700
$21.7K ﹤0.01%
498
+116