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
751
$11.8K ﹤0.01%
317
752
$11.4K ﹤0.01%
150
753
$11.3K ﹤0.01%
357
754
$11.2K ﹤0.01%
62
755
$11.2K ﹤0.01%
+41
756
$11.1K ﹤0.01%
300
757
$11.1K ﹤0.01%
1,000
758
$11K ﹤0.01%
1,000
759
$10.9K ﹤0.01%
107
+7
760
$10.6K ﹤0.01%
300
761
$10.6K ﹤0.01%
4,000
762
$10.6K ﹤0.01%
700
763
$10.6K ﹤0.01%
1,000
764
$10.5K ﹤0.01%
1,000
765
$10.5K ﹤0.01%
57
+7
766
$10.5K ﹤0.01%
250
767
$10.4K ﹤0.01%
+500
768
$10.3K ﹤0.01%
280
769
$10.2K ﹤0.01%
+56
770
$10.2K ﹤0.01%
350
771
$10.2K ﹤0.01%
+61
772
$10.2K ﹤0.01%
1,000
773
$10.1K ﹤0.01%
218
774
$9.95K ﹤0.01%
+67
775
$9.91K ﹤0.01%
+50