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
$268M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$507K
3
+$498K
4
MSFT icon
Microsoft
MSFT
+$455K
5
LOW icon
Lowe's Companies
LOW
+$434K

Top Sells

1
+$595K
2
+$357K
3
+$322K
4
HWM icon
Howmet Aerospace
HWM
+$248K
5
DOC icon
Healthpeak Properties
DOC
+$241K

Sector Composition

1 Healthcare 14.14%
2 Financials 13.9%
3 Industrials 12.44%
4 Technology 10.57%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.57%
22,377
+373
52
$1.51M 0.56%
9,498
-235
53
$1.47M 0.55%
33,258
+924
54
$1.47M 0.55%
20,652
55
$1.46M 0.55%
17,605
-1,230
56
$1.41M 0.53%
18,997
-45
57
$1.39M 0.52%
3,913
-473
58
$1.38M 0.51%
13,400
-1,000
59
$1.38M 0.51%
19,958
+477
60
$1.33M 0.5%
23,954
-155
61
$1.32M 0.49%
11,046
+200
62
$1.32M 0.49%
15,952
+700
63
$1.3M 0.49%
12,820
+5,000
64
$1.27M 0.48%
22,345
+400
65
$1.22M 0.45%
25,673
+7
66
$1.19M 0.44%
8,420
+235
67
$1.18M 0.44%
18,008
+1,235
68
$1.16M 0.43%
56,121
-4,084
69
$1.15M 0.43%
24,437
-245
70
$1.12M 0.42%
29,238
-775
71
$1.11M 0.42%
31,954
-600
72
$1.1M 0.41%
72,865
-1,850
73
$1.09M 0.41%
27,072
+8,075
74
$1.07M 0.4%
14,506
-100
75
$1.06M 0.39%
35,066
+2,345
1 2
3
4 5