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
51
$4.29M 0.55%
29,513
+939
52
$4.16M 0.53%
34,925
+3,828
53
$4.12M 0.53%
42,178
+7,383
54
$4.11M 0.53%
123,005
-5,668
55
$4.07M 0.52%
32,270
-670
56
$3.82M 0.49%
12,811
+2,082
57
$3.73M 0.48%
15,219
-239
58
$3.62M 0.46%
47,943
+9,197
59
$3.62M 0.46%
103,177
+20,602
60
$3.48M 0.44%
8,152
-250
61
$3.46M 0.44%
13,046
-1,440
62
$3.43M 0.44%
8,722
-75
63
$3.36M 0.43%
13,642
+3,179
64
$3.29M 0.42%
6,110
+640
65
$3.26M 0.42%
14,377
-1,114
66
$3.23M 0.41%
21,282
+695
67
$3.23M 0.41%
10,590
-1,143
68
$3.17M 0.4%
92,931
-100
69
$3.13M 0.4%
14,233
-37
70
$3.11M 0.4%
10,968
+2,049
71
$3.07M 0.39%
58,632
+2,484
72
$2.96M 0.38%
43,859
+1,412
73
$2.91M 0.37%
35,811
-21,626
74
$2.89M 0.37%
110,152
-238,066
75
$2.87M 0.37%
55,486
-478
1 2
3
4 5