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
951
$1.92K ﹤0.01%
15
952
$1.9K ﹤0.01%
50
953
$1.89K ﹤0.01%
41
954
$1.85K ﹤0.01%
35
955
$1.84K ﹤0.01%
25
956
$1.84K ﹤0.01%
347
957
$1.83K ﹤0.01%
30
958
$1.81K ﹤0.01%
7
959
$1.79K ﹤0.01%
46
960
$1.79K ﹤0.01%
94
961
$1.77K ﹤0.01%
40
962
$1.76K ﹤0.01%
20
963
$1.76K ﹤0.01%
400
+200
964
$1.73K ﹤0.01%
10
965
$1.73K ﹤0.01%
+20
966
$1.71K ﹤0.01%
4
967
$1.71K ﹤0.01%
20
968
$1.69K ﹤0.01%
50
969
$1.69K ﹤0.01%
32
970
$1.67K ﹤0.01%
28
971
$1.65K ﹤0.01%
164
972
$1.65K ﹤0.01%
35
973
$1.64K ﹤0.01%
17
974
$1.64K ﹤0.01%
30
975
$1.61K ﹤0.01%
55
37 38
39
40 41