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
751
$9.04K ﹤0.01%
40
-30
752
$9.02K ﹤0.01%
400
753
$8.7K ﹤0.01%
+1,000
754
$8.65K ﹤0.01%
150
755
$8.61K ﹤0.01%
740
756
$8.45K ﹤0.01%
191
+2
757
$8.41K ﹤0.01%
35
758
$8.41K ﹤0.01%
350
759
$8.41K ﹤0.01%
1,069
+12
760
$8.4K ﹤0.01%
72
761
$8.38K ﹤0.01%
148
762
$8.31K ﹤0.01%
317
763
$8.21K ﹤0.01%
100
764
$8.21K ﹤0.01%
280
765
$8.21K ﹤0.01%
300
766
$8.09K ﹤0.01%
+10
767
$8.05K ﹤0.01%
1,200
768
$8.02K ﹤0.01%
+245
769
$8K ﹤0.01%
120
770
$7.98K ﹤0.01%
+39
771
$7.94K ﹤0.01%
176
+103
772
$7.87K ﹤0.01%
740
773
$7.83K ﹤0.01%
1,000
774
$7.75K ﹤0.01%
150
775
$7.7K ﹤0.01%
91
29 30
31
32 33