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
726
$17.6K ﹤0.01%
268
727
$17.3K ﹤0.01%
64
728
$16.6K ﹤0.01%
1,000
729
$16.5K ﹤0.01%
303
+3
730
$16.4K ﹤0.01%
2,000
731
$16.2K ﹤0.01%
95
732
$16K ﹤0.01%
194
733
$15.9K ﹤0.01%
45
-85
734
$15.8K ﹤0.01%
291
735
$15.8K ﹤0.01%
350
736
$15.7K ﹤0.01%
148
737
$15.5K ﹤0.01%
200
738
$15.3K ﹤0.01%
246
739
$15.3K ﹤0.01%
130
740
$15.2K ﹤0.01%
+600
741
$15.2K ﹤0.01%
35
742
$15.1K ﹤0.01%
124
743
$14.9K ﹤0.01%
100
744
$14.6K ﹤0.01%
95
745
$14.6K ﹤0.01%
200
746
$14.5K ﹤0.01%
84
+72
747
$14.5K ﹤0.01%
25
748
$14.4K ﹤0.01%
275
749
$14.2K ﹤0.01%
50
750
$14.2K ﹤0.01%
105