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
751
$14.1K ﹤0.01%
25
-10
752
$14.1K ﹤0.01%
1,409
753
$14K ﹤0.01%
347
754
$14K ﹤0.01%
350
755
$13.8K ﹤0.01%
+30
756
$13.5K ﹤0.01%
175
757
$13.3K ﹤0.01%
98
758
$13.3K ﹤0.01%
+265
759
$13.3K ﹤0.01%
+10
760
$13.2K ﹤0.01%
100
761
$13.1K ﹤0.01%
200
762
$12.9K ﹤0.01%
57
763
$12.7K ﹤0.01%
138
764
$12.2K ﹤0.01%
200
765
$12.2K ﹤0.01%
1,397
-7
766
$11.9K ﹤0.01%
250
767
$11.8K ﹤0.01%
26
768
$11.8K ﹤0.01%
65
769
$11.6K ﹤0.01%
75
770
$11.5K ﹤0.01%
900
771
$11.4K ﹤0.01%
62
772
$11.4K ﹤0.01%
565
773
$11.3K ﹤0.01%
81
774
$11.2K ﹤0.01%
115
775
$11.1K ﹤0.01%
285
29 30
31
32 33