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
$268M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$507K
3
+$498K
4
MSFT icon
Microsoft
MSFT
+$455K
5
LOW icon
Lowe's Companies
LOW
+$434K

Top Sells

1
+$595K
2
+$357K
3
+$322K
4
HWM icon
Howmet Aerospace
HWM
+$248K
5
DOC icon
Healthpeak Properties
DOC
+$241K

Sector Composition

1 Healthcare 14.14%
2 Financials 13.9%
3 Industrials 12.44%
4 Technology 10.57%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$660K 0.25%
10,112
-446
102
$660K 0.25%
2,755
+110
103
$657K 0.25%
11,333
-550
104
$628K 0.23%
5,360
-400
105
$628K 0.23%
5,299
-50
106
$620K 0.23%
8,300
-50
107
$597K 0.22%
11,365
-150
108
$594K 0.22%
18,200
-1,400
109
$585K 0.22%
32,395
-74
110
$584K 0.22%
7,475
+140
111
$579K 0.22%
9,130
-125
112
$579K 0.22%
3,615
+850
113
$565K 0.21%
7,740
-25
114
$544K 0.2%
9,162
-71
115
$542K 0.2%
5,245
-75
116
$531K 0.2%
94,750
-3,500
117
$528K 0.2%
14,016
118
$502K 0.19%
7,274
-57
119
$502K 0.19%
13,800
-3,900
120
$500K 0.19%
7,867
+2,300
121
$500K 0.19%
12,620
-100
122
$499K 0.19%
5,774
-444
123
$497K 0.19%
8,156
+1,100
124
$495K 0.19%
8,478
+978
125
$489K 0.18%
2,186
-766
3 4
5
6 7