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
926
$843 ﹤0.01%
17
927
$815 ﹤0.01%
13
928
$797 ﹤0.01%
10
929
$782 ﹤0.01%
10
930
$760 ﹤0.01%
10
931
$748 ﹤0.01%
200
932
$740 ﹤0.01%
+37
933
$730 ﹤0.01%
7
934
$715 ﹤0.01%
10
935
$609 ﹤0.01%
30
936
$573 ﹤0.01%
51
-236
937
$554 ﹤0.01%
+72
938
$551 ﹤0.01%
+265
939
$549 ﹤0.01%
21
-600
940
$521 ﹤0.01%
11
-54
941
$521 ﹤0.01%
87
942
$478 ﹤0.01%
13
943
$471 ﹤0.01%
+14
944
$411 ﹤0.01%
1
-999
945
$383 ﹤0.01%
14
946
$370 ﹤0.01%
56
947
$352 ﹤0.01%
500
948
$310 ﹤0.01%
18
949
$233 ﹤0.01%
30
950
$231 ﹤0.01%
3
36 37
38
39 40