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
701
$16.9K ﹤0.01%
200
702
$16.9K ﹤0.01%
1,500
703
$16.8K ﹤0.01%
238
+1
704
$16.8K ﹤0.01%
+161
705
$16.8K ﹤0.01%
40
706
$16.6K ﹤0.01%
+85
707
$16.5K ﹤0.01%
125
+100
708
$16.4K ﹤0.01%
144
-200
709
$16.4K ﹤0.01%
38
710
$16.4K ﹤0.01%
335
711
$16.1K ﹤0.01%
124
+17
712
$16.1K ﹤0.01%
116
+16
713
$16.1K ﹤0.01%
+6,000
714
$15.8K ﹤0.01%
214
715
$15.8K ﹤0.01%
64
716
$15.5K ﹤0.01%
+268
717
$15.3K ﹤0.01%
194
718
$15K ﹤0.01%
148
719
$14.7K ﹤0.01%
246
720
$14.7K ﹤0.01%
175
721
$14.4K ﹤0.01%
200
722
$14.2K ﹤0.01%
36
+23
723
$14.2K ﹤0.01%
125
724
$14.2K ﹤0.01%
200
725
$14.1K ﹤0.01%
335
-200