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
776
$7.69K ﹤0.01%
60
777
$7.68K ﹤0.01%
+1,920
778
$7.67K ﹤0.01%
+135
779
$7.58K ﹤0.01%
500
780
$7.52K ﹤0.01%
41
781
$7.51K ﹤0.01%
+117
782
$7.42K ﹤0.01%
+300
783
$7.37K ﹤0.01%
47
784
$7.37K ﹤0.01%
44
+34
785
$7.33K ﹤0.01%
900
786
$7.14K ﹤0.01%
150
787
$7.03K ﹤0.01%
130
-120
788
$6.97K ﹤0.01%
100
789
$6.96K ﹤0.01%
750
790
$6.9K ﹤0.01%
50
791
$6.89K ﹤0.01%
57
792
$6.84K ﹤0.01%
50
793
$6.83K ﹤0.01%
200
+25
794
$6.82K ﹤0.01%
1,489
795
$6.8K ﹤0.01%
62
796
$6.8K ﹤0.01%
80
797
$6.76K ﹤0.01%
89
+49
798
$6.7K ﹤0.01%
400
-12,000
799
$6.6K ﹤0.01%
100
-39
800
$6.46K ﹤0.01%
200
30 31
32
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