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
776
$9.91K ﹤0.01%
68
+6
777
$9.85K ﹤0.01%
80
778
$9.82K ﹤0.01%
+125
779
$9.76K ﹤0.01%
100
-50
780
$9.75K ﹤0.01%
50
781
$9.74K ﹤0.01%
+96
782
$9.7K ﹤0.01%
45
+5
783
$9.7K ﹤0.01%
2,100
784
$9.6K ﹤0.01%
300
785
$9.5K ﹤0.01%
72
786
$9.47K ﹤0.01%
+264
787
$9.46K ﹤0.01%
57
788
$9.39K ﹤0.01%
+100
789
$9.3K ﹤0.01%
400
790
$9.29K ﹤0.01%
+150
791
$9.27K ﹤0.01%
400
792
$9.25K ﹤0.01%
+5,000
793
$9.24K ﹤0.01%
+50
794
$9.21K ﹤0.01%
+425
795
$9.18K ﹤0.01%
400
796
$9.11K ﹤0.01%
500
-250
797
$9.03K ﹤0.01%
54
+1
798
$9.01K ﹤0.01%
900
799
$8.97K ﹤0.01%
249
800
$8.94K ﹤0.01%
2,600
+2,100