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
826
$4.99K ﹤0.01%
422
827
$4.97K ﹤0.01%
13
828
$4.97K ﹤0.01%
86
829
$4.91K ﹤0.01%
179
830
$4.86K ﹤0.01%
9
831
$4.83K ﹤0.01%
53
832
$4.82K ﹤0.01%
75
833
$4.79K ﹤0.01%
220
834
$4.74K ﹤0.01%
46
835
$4.7K ﹤0.01%
320
836
$4.64K ﹤0.01%
150
837
$4.63K ﹤0.01%
20
838
$4.57K ﹤0.01%
58
839
$4.55K ﹤0.01%
550
840
$4.46K ﹤0.01%
500
841
$4.45K ﹤0.01%
384
-1
842
$4.45K ﹤0.01%
123
-69
843
$4.32K ﹤0.01%
15
844
$4.27K ﹤0.01%
+50
845
$4.2K ﹤0.01%
104
846
$4K ﹤0.01%
100
847
$3.98K ﹤0.01%
17
848
$3.96K ﹤0.01%
100
849
$3.79K ﹤0.01%
25
850
$3.71K ﹤0.01%
+25
32 33
34
35 36