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
801
$6.44K ﹤0.01%
500
802
$6.4K ﹤0.01%
100
803
$6.32K ﹤0.01%
200
804
$6.28K ﹤0.01%
290
805
$6.21K ﹤0.01%
125
806
$6.21K ﹤0.01%
52
807
$6.1K ﹤0.01%
27
808
$6.09K ﹤0.01%
53
809
$6.02K ﹤0.01%
525
-600
810
$5.92K ﹤0.01%
64
811
$5.86K ﹤0.01%
41
812
$5.82K ﹤0.01%
560
813
$5.66K ﹤0.01%
106
814
$5.65K ﹤0.01%
+300
815
$5.54K ﹤0.01%
637
+4
816
$5.46K ﹤0.01%
50
817
$5.45K ﹤0.01%
44
818
$5.36K ﹤0.01%
250
819
$5.21K ﹤0.01%
120
820
$5.19K ﹤0.01%
125
821
$5.13K ﹤0.01%
150
822
$5.1K ﹤0.01%
100
823
$5.08K ﹤0.01%
101
824
$5.03K ﹤0.01%
+175
825
$5.01K ﹤0.01%
44
-35
31 32
33
34 35