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
851
$3.64K ﹤0.01%
65
852
$3.55K ﹤0.01%
200
853
$3.54K ﹤0.01%
140
854
$3.47K ﹤0.01%
50
855
$3.46K ﹤0.01%
22
856
$3.4K ﹤0.01%
+1,000
857
$3.39K ﹤0.01%
126
858
$3.35K ﹤0.01%
250
859
$3.33K ﹤0.01%
200
860
$3.26K ﹤0.01%
30
861
$3.25K ﹤0.01%
119
-1,298
862
$3.2K ﹤0.01%
+400
863
$3.18K ﹤0.01%
100
864
$3.11K ﹤0.01%
+300
865
$3.1K ﹤0.01%
35
866
$3.07K ﹤0.01%
52
867
$2.99K ﹤0.01%
26
868
$2.87K ﹤0.01%
20
869
$2.84K ﹤0.01%
100
870
$2.78K ﹤0.01%
41
-460
871
$2.69K ﹤0.01%
191
872
$2.62K ﹤0.01%
103
873
$2.61K ﹤0.01%
45
874
$2.59K ﹤0.01%
17
-16
875
$2.34K ﹤0.01%
94
33 34
35
36 37