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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Sells

1 +$14.5M
2 +$1.54M
3 +$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$14.1K ﹤0.01%
7,500
727
$14.1K ﹤0.01%
202
728
$14K ﹤0.01%
165
-70
729
$14K ﹤0.01%
+24
730
$13.8K ﹤0.01%
5,000
731
$13.8K ﹤0.01%
500
732
$13.5K ﹤0.01%
350
733
$13.1K ﹤0.01%
268
734
$13K ﹤0.01%
50
735
$12.9K ﹤0.01%
285
736
$12.8K ﹤0.01%
+95
737
$12.7K ﹤0.01%
148
738
$12.6K ﹤0.01%
50
739
$12.5K ﹤0.01%
138
740
$12.5K ﹤0.01%
250
741
$12.4K ﹤0.01%
140
742
$12.4K ﹤0.01%
1,101
+9
743
$12.3K ﹤0.01%
37
744
$12.3K ﹤0.01%
100
745
$12.3K ﹤0.01%
200
746
$12.3K ﹤0.01%
200
747
$12.2K ﹤0.01%
160
748
$12.1K ﹤0.01%
350
749
$12K ﹤0.01%
1,500
750
$11.9K ﹤0.01%
258