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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Sells

1 +$1.31M
2 +$859K
3 +$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.44%
2 Financials 13.19%
3 Healthcare 9.78%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$4.12M 0.34%
31,387
-262
77
$4.05M 0.34%
53,683
-683
78
$4.03M 0.33%
78,063
-1,657
79
$3.99M 0.33%
8,968
-844
80
$3.93M 0.33%
46,773
-138
81
$3.91M 0.32%
285,575
+5,140
82
$3.89M 0.32%
36,040
+140
83
$3.88M 0.32%
48,504
+10,722
84
$3.8M 0.31%
17,097
+13
85
$3.77M 0.31%
4,732
-320
86
$3.69M 0.31%
53,914
+62
87
$3.56M 0.29%
19,063
+2,640
88
$3.53M 0.29%
129,369
+8,514
89
$3.52M 0.29%
18,760
+479
90
$3.48M 0.29%
10,613
-10
91
$3.48M 0.29%
9,420
-40
92
$3.47M 0.29%
11,543
+248
93
$3.44M 0.29%
41,942
+44
94
$3.42M 0.28%
10,269
-89
95
$3.34M 0.28%
24,801
-323
96
$3.3M 0.27%
15,275
+500
97
$3.27M 0.27%
17,804
+3,048
98
$3.25M 0.27%
11,632
+167
99
$3.22M 0.27%
32,887
+2,282
100
$3.18M 0.26%
69,506
-457