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
801
$9.28K ﹤0.01%
400
802
$9.22K ﹤0.01%
619
+5
803
$9.2K ﹤0.01%
425
804
$9.16K ﹤0.01%
1,500
805
$9.14K ﹤0.01%
50
806
$9.09K ﹤0.01%
350
807
$9.06K ﹤0.01%
+430
808
$9.05K ﹤0.01%
100
-50
809
$9.01K ﹤0.01%
249
810
$8.95K ﹤0.01%
40
811
$8.85K ﹤0.01%
47
812
$8.73K ﹤0.01%
42
813
$8.69K ﹤0.01%
740
814
$8.64K ﹤0.01%
418
-975,562
815
$8.64K ﹤0.01%
+100
816
$8.47K ﹤0.01%
61
817
$8.39K ﹤0.01%
24
818
$8.39K ﹤0.01%
37
819
$8.34K ﹤0.01%
189
820
$8.21K ﹤0.01%
150
821
$8.18K ﹤0.01%
32
822
$8.16K ﹤0.01%
40
823
$8.06K ﹤0.01%
36
824
$8.04K ﹤0.01%
27
825
$8K ﹤0.01%
41
31 32
33
34 35