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
$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
951
$156 ﹤0.01%
79
952
$116 ﹤0.01%
2
-100
953
$110 ﹤0.01%
12
954
$84 ﹤0.01%
5
-400
955
$61 ﹤0.01%
17
956
$20 ﹤0.01%
1
-99
957
$17 ﹤0.01%
5
958
– –
-51
959
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-460
960
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-800
961
– –
-100
962
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-4,055
963
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-2,620
964
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-1,350
965
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966
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967
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968
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-5,480
969
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970
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-400
971
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972
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973
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974
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-10
975
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-48
37 38
39
40 41