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
826
$7.96K ﹤0.01%
533
827
$7.92K ﹤0.01%
500
828
$7.85K ﹤0.01%
37
829
$7.85K ﹤0.01%
200
830
$7.84K ﹤0.01%
200
831
$7.82K ﹤0.01%
740
832
$7.77K ﹤0.01%
100
833
$7.74K ﹤0.01%
157
834
$7.69K ﹤0.01%
158
835
$7.68K ﹤0.01%
61
836
$7.68K ﹤0.01%
+150
837
$7.63K ﹤0.01%
125
-125
838
$7.63K ﹤0.01%
30
-45
839
$7.53K ﹤0.01%
107
840
$7.5K ﹤0.01%
75
841
$7.46K ﹤0.01%
124
842
$7.45K ﹤0.01%
82
+1
843
$7.34K ﹤0.01%
1,385
+9
844
$7.29K ﹤0.01%
5,400
845
$7.22K ﹤0.01%
100
-100
846
$7.2K ﹤0.01%
100
847
$7.18K ﹤0.01%
218
848
$7.16K ﹤0.01%
100
849
$7.09K ﹤0.01%
200
850
$6.92K ﹤0.01%
53
32 33
34
35 36