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
$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
701
$12.6K ﹤0.01%
295
702
$12.4K ﹤0.01%
40
703
$12.3K ﹤0.01%
300
704
$12.3K ﹤0.01%
100
705
$12.2K ﹤0.01%
115
706
$12.2K ﹤0.01%
67
707
$12.1K ﹤0.01%
2,014
708
$12K ﹤0.01%
300
709
$11.9K ﹤0.01%
200
710
$11.9K ﹤0.01%
1,000
711
$11.9K ﹤0.01%
200
712
$11.9K ﹤0.01%
175
713
$11.8K ﹤0.01%
202
714
$11.8K ﹤0.01%
400
715
$11.7K ﹤0.01%
140
716
$11.4K ﹤0.01%
40
717
$11.4K ﹤0.01%
138
718
$11.3K ﹤0.01%
249
719
$11.3K ﹤0.01%
51
-510
720
$11.2K ﹤0.01%
50
721
$11.2K ﹤0.01%
37
722
$11.1K ﹤0.01%
+200
723
$11K ﹤0.01%
50
-105
724
$11K ﹤0.01%
4,000
725
$11K ﹤0.01%
43
-4
27 28
29
30 31