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
$268M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$507K
3
+$498K
4
MSFT icon
Microsoft
MSFT
+$455K
5
LOW icon
Lowe's Companies
LOW
+$434K

Top Sells

1
+$595K
2
+$357K
3
+$322K
4
HWM icon
Howmet Aerospace
HWM
+$248K
5
DOC icon
Healthpeak Properties
DOC
+$241K

Sector Composition

1 Healthcare 14.14%
2 Financials 13.9%
3 Industrials 12.44%
4 Technology 10.57%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$956K 0.36%
9,288
-15
77
$952K 0.36%
26,249
-2,370
78
$948K 0.35%
23,110
-1,185
79
$905K 0.34%
18,049
-897
80
$904K 0.34%
10,549
+1,665
81
$874K 0.33%
19,712
-100
82
$871K 0.33%
11,746
-1,100
83
$870K 0.33%
7,690
+4,400
84
$866K 0.32%
11,990
+600
85
$837K 0.31%
12,840
-200
86
$813K 0.3%
83,367
87
$801K 0.3%
5,480
+647
88
$793K 0.3%
4,690
-55
89
$790K 0.3%
19,417
-1,700
90
$775K 0.29%
41,775
-750
91
$773K 0.29%
3,790
-50
92
$772K 0.29%
16,050
-200
93
$767K 0.29%
25,664
-4,000
94
$762K 0.28%
15,824
+3,720
95
$749K 0.28%
9,784
-600
96
$703K 0.26%
6,113
-5
97
$700K 0.26%
12,490
-50
98
$694K 0.26%
18,500
-100
99
$675K 0.25%
10,800
+500
100
$660K 0.25%
17,750
+1,735
2 3
4
5 6