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
76
$2.72M 0.35%
28,835
-3,009
77
$2.72M 0.35%
18,397
+3,894
78
$2.72M 0.35%
124,042
+4,076
79
$2.71M 0.35%
45,892
-446
80
$2.71M 0.35%
19,600
+3,906
81
$2.69M 0.34%
36,895
+351
82
$2.69M 0.34%
13,092
+2,734
83
$2.66M 0.34%
41,790
-2,100
84
$2.65M 0.34%
29,334
+8,268
85
$2.65M 0.34%
84,535
+3,969
86
$2.62M 0.34%
18,018
-1,175
87
$2.61M 0.33%
41,277
+10,211
88
$2.6M 0.33%
90,665
+1,688
89
$2.53M 0.32%
22,423
+2,662
90
$2.52M 0.32%
102,396
-11,738
91
$2.49M 0.32%
11,282
+41
92
$2.48M 0.32%
13,791
+2,044
93
$2.45M 0.31%
82,078
+5,597
94
$2.41M 0.31%
12,405
+66
95
$2.39M 0.31%
32,202
+422
96
$2.36M 0.3%
49,403
97
$2.34M 0.3%
77,235
+1,780
98
$2.34M 0.3%
10,645
-141
99
$2.31M 0.3%
17,698
-982
100
$2.3M 0.29%
5,191
+101
2 3
4
5 6