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
851
$6.82K ﹤0.01%
100
-100
852
$6.74K ﹤0.01%
120
853
$6.64K ﹤0.01%
50
854
$6.51K ﹤0.01%
139
+124
855
$6.49K ﹤0.01%
312
856
$6.44K ﹤0.01%
853
-700
857
$6.41K ﹤0.01%
66
858
$6.4K ﹤0.01%
167
859
$6.37K ﹤0.01%
100
860
$6.36K ﹤0.01%
125
861
$6.34K ﹤0.01%
+200
862
$6.31K ﹤0.01%
55
-2
863
$6.26K ﹤0.01%
205
864
$6.17K ﹤0.01%
250
865
$6.13K ﹤0.01%
176
866
$6.08K ﹤0.01%
155
-10
867
$6.04K ﹤0.01%
370
868
$5.92K ﹤0.01%
30
869
$5.88K ﹤0.01%
86
870
$5.73K ﹤0.01%
17
871
$5.47K ﹤0.01%
40
872
$5.29K ﹤0.01%
117
873
$5.29K ﹤0.01%
58
874
$5.26K ﹤0.01%
170
875
$5.26K ﹤0.01%
601
33 34
35
36 37