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
726
$10.9K ﹤0.01%
270
727
$10.8K ﹤0.01%
258
728
$10.7K ﹤0.01%
300
729
$10.7K ﹤0.01%
357
730
$10.5K ﹤0.01%
+200
731
$10.5K ﹤0.01%
+1,500
732
$10.4K ﹤0.01%
1,000
733
$10.4K ﹤0.01%
100
734
$10.3K ﹤0.01%
350
735
$10.2K ﹤0.01%
1,000
736
$10.2K ﹤0.01%
85
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737
$10.2K ﹤0.01%
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$10.1K ﹤0.01%
1,976
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739
$10.1K ﹤0.01%
1,000
740
$10.1K ﹤0.01%
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741
$9.96K ﹤0.01%
300
742
$9.57K ﹤0.01%
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743
$9.45K ﹤0.01%
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744
$9.44K ﹤0.01%
400
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$9.44K ﹤0.01%
200
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$9.39K ﹤0.01%
350
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$9.36K ﹤0.01%
1,500
748
$9.34K ﹤0.01%
218
749
$9.22K ﹤0.01%
1,042
+8
750
$9.12K ﹤0.01%
400