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
901
$4.2K ﹤0.01%
87
902
$4.19K ﹤0.01%
46
903
$4.17K ﹤0.01%
220
904
$4.12K ﹤0.01%
400
905
$3.91K ﹤0.01%
50
906
$3.91K ﹤0.01%
126
907
$3.82K ﹤0.01%
191
908
$3.8K ﹤0.01%
434
+2
909
$3.74K ﹤0.01%
+90
910
$3.71K ﹤0.01%
86
911
$3.63K ﹤0.01%
38
912
$3.58K ﹤0.01%
100
913
$3.57K ﹤0.01%
759
+5
914
$3.45K ﹤0.01%
25
915
$3.4K ﹤0.01%
48
916
$3.39K ﹤0.01%
39
917
$3.33K ﹤0.01%
+235
918
$3.31K ﹤0.01%
68
919
$3.29K ﹤0.01%
10
920
$3.21K ﹤0.01%
22
921
$3.16K ﹤0.01%
108
922
$3.11K ﹤0.01%
99
923
$3.1K ﹤0.01%
51
924
$3.06K ﹤0.01%
1,067
925
$2.87K ﹤0.01%
211
35 36
37
38 39