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
876
$2.33K ﹤0.01%
200
-125
877
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150
878
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75
879
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20
880
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881
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30
882
$1.93K ﹤0.01%
31
883
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884
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885
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886
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25
889
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45
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890
$1.7K ﹤0.01%
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891
$1.69K ﹤0.01%
1,004
892
$1.66K ﹤0.01%
50
893
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894
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895
$1.62K ﹤0.01%
1,500
896
$1.62K ﹤0.01%
12
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897
$1.6K ﹤0.01%
300
898
$1.6K ﹤0.01%
20
899
$1.57K ﹤0.01%
30
900
$1.55K ﹤0.01%
95
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34 35
36
37 38