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
51
$5.55M 0.52%
39,712
+359
52
$5.34M 0.5%
203,737
+1,796
53
$5.34M 0.5%
117,635
+503
54
$5.28M 0.49%
10,281
-37
55
$5.21M 0.49%
117,643
-1,933
56
$5.08M 0.47%
9,267
+43
57
$4.71M 0.44%
15,400
+46
58
$4.67M 0.44%
14,940
+122
59
$4.52M 0.42%
8,087
-14
60
$4.5M 0.42%
56,992
-2,417
61
$4.43M 0.41%
96,863
+69
62
$4.42M 0.41%
40,173
-930
63
$4.37M 0.41%
1,147
+9
64
$4.35M 0.41%
55,879
+3,163
65
$4.28M 0.4%
43,402
-745
66
$4.25M 0.4%
12,872
-980
67
$4.23M 0.39%
279,423
+5,308
68
$4.16M 0.39%
15,730
+955
69
$4.15M 0.39%
43,153
+816
70
$4.05M 0.38%
31,247
+644
71
$4.02M 0.38%
49,403
72
$3.97M 0.37%
33,270
+269
73
$3.89M 0.36%
108,989
+4,922
74
$3.84M 0.36%
163,863
+2,315
75
$3.67M 0.34%
51,718
-2,644
1 2
3
4 5