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
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$2.04M
3 +$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1 +$20.2M
2 +$1.22M
3 +$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$890K

Sector Composition

1 Technology 14.68%
2 Financials 13.5%
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
701
$21.5K ﹤0.01%
214
702
$21.4K ﹤0.01%
335
703
$21.1K ﹤0.01%
264
704
$20.7K ﹤0.01%
21
705
$20.5K ﹤0.01%
94
706
$20.3K ﹤0.01%
200
707
$20K ﹤0.01%
95
+10
708
$20K ﹤0.01%
375
709
$19.8K ﹤0.01%
200
710
$19.8K ﹤0.01%
334
711
$19.7K ﹤0.01%
300
712
$19.7K ﹤0.01%
357
713
$19.5K ﹤0.01%
1,800
714
$19.4K ﹤0.01%
74
715
$19.1K ﹤0.01%
148
716
$19K ﹤0.01%
1,650
717
$18.9K ﹤0.01%
5,000
718
$18.8K ﹤0.01%
40
719
$18.8K ﹤0.01%
542
720
$18.7K ﹤0.01%
145
721
$18.7K ﹤0.01%
790
722
$18.4K ﹤0.01%
165
723
$18.1K ﹤0.01%
620
724
$18.1K ﹤0.01%
268
725
$17.7K ﹤0.01%
161