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
976
$1.58K ﹤0.01%
40
977
$1.57K ﹤0.01%
550
978
$1.46K ﹤0.01%
15
979
$1.41K ﹤0.01%
21
980
$1.29K ﹤0.01%
65
981
$1.23K ﹤0.01%
200
982
$1.21K ﹤0.01%
184
983
$1.2K ﹤0.01%
201
984
$1.19K ﹤0.01%
9
985
$1.15K ﹤0.01%
25
986
$1.15K ﹤0.01%
50
987
$1.12K ﹤0.01%
90
988
$1.11K ﹤0.01%
246
+1
989
$1.11K ﹤0.01%
3
990
$1.03K ﹤0.01%
10
991
$1.01K ﹤0.01%
95
992
$972 ﹤0.01%
50
993
$931 ﹤0.01%
15
994
$913 ﹤0.01%
36
995
$832 ﹤0.01%
200
996
$716 ﹤0.01%
+27
997
$708 ﹤0.01%
11
998
$707 ﹤0.01%
12
999
$691 ﹤0.01%
11
1000
$686 ﹤0.01%
+20
38 39
40
41 42