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
901
$1.51K ﹤0.01%
70
-10
902
$1.51K ﹤0.01%
21
903
$1.47K ﹤0.01%
41
904
$1.46K ﹤0.01%
36
905
$1.43K ﹤0.01%
19
906
$1.43K ﹤0.01%
40
907
$1.42K ﹤0.01%
38
908
$1.32K ﹤0.01%
30
909
$1.31K ﹤0.01%
99
-108
910
$1.31K ﹤0.01%
54
911
$1.28K ﹤0.01%
52
912
$1.25K ﹤0.01%
49
913
$1.2K ﹤0.01%
50
914
$1.14K ﹤0.01%
25
-150
915
$1.13K ﹤0.01%
13
916
$1.1K ﹤0.01%
50
917
$1.08K ﹤0.01%
50
918
$1.06K ﹤0.01%
250
919
$1.04K ﹤0.01%
40
920
$1.04K ﹤0.01%
25
921
$1.02K ﹤0.01%
25
922
$977 ﹤0.01%
50
923
$933 ﹤0.01%
184
924
$883 ﹤0.01%
100
925
$879 ﹤0.01%
+5
35 36
37
38 39