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
1001
$654 ﹤0.01%
10
1002
$637 ﹤0.01%
80
1003
$568 ﹤0.01%
40
1004
$560 ﹤0.01%
14
1005
$510 ﹤0.01%
20
1006
$492 ﹤0.01%
10
1007
$477 ﹤0.01%
3
1008
$466 ﹤0.01%
39
-1,778
1009
$458 ﹤0.01%
14
1010
$458 ﹤0.01%
14
1011
$446 ﹤0.01%
25
1012
$443 ﹤0.01%
25
1013
$411 ﹤0.01%
65
1014
$386 ﹤0.01%
9
1015
$363 ﹤0.01%
50
1016
$336 ﹤0.01%
500
1017
$305 ﹤0.01%
30
1018
$295 ﹤0.01%
7
1019
$262 ﹤0.01%
3
1020
$261 ﹤0.01%
2
1021
$248 ﹤0.01%
16
1022
$236 ﹤0.01%
30
1023
$191 ﹤0.01%
15
-5
1024
$173 ﹤0.01%
16
-25
1025
$143 ﹤0.01%
79
39 40
41
42 43