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
76
$3.64M 0.34%
9,785
-76
77
$3.63M 0.34%
109,283
+5,777
78
$3.52M 0.33%
36,825
-75
79
$3.46M 0.32%
18,399
+408
80
$3.45M 0.32%
20,592
-1,240
81
$3.43M 0.32%
14,476
+259
82
$3.4M 0.32%
41,215
+118
83
$3.4M 0.32%
81,380
+56
84
$3.39M 0.32%
54,943
-427
85
$3.38M 0.32%
10,383
+137
86
$3.37M 0.31%
133,115
-5,349
87
$3.36M 0.31%
30,624
-33
88
$3.31M 0.31%
22,062
+1,919
89
$3.23M 0.3%
54,969
+1,170
90
$3.2M 0.3%
114,537
-470
91
$3.2M 0.3%
9,771
+74
92
$3.16M 0.29%
24,577
+365
93
$3.12M 0.29%
11,353
+10
94
$3.06M 0.29%
17,050
+5,138
95
$3.03M 0.28%
41,740
+393
96
$3.02M 0.28%
73,387
-2,636
97
$2.87M 0.27%
31,708
+675
98
$2.82M 0.26%
6,490
-911
99
$2.82M 0.26%
611
+7
100
$2.7M 0.25%
18,182
+382
2 3
4
5 6