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
$783M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.44M
3
+$1.93M
4
MSFT icon
Microsoft
MSFT
+$1.12M
5
AAPL icon
Apple
AAPL
+$1.12M

Top Sells

1
+$6.24M
2
+$1.76M
3
+$782K
4
LOW icon
Lowe's Companies
LOW
+$578K
5
SNPS icon
Synopsys
SNPS
+$466K

Sector Composition

1 Technology 14.61%
2 Healthcare 13.49%
3 Financials 10.8%
4 Industrials 8.38%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.25M 0.29%
53,070
+5,760
102
$2.23M 0.28%
92,103
+15,333
103
$2.18M 0.28%
76,675
+22,599
104
$2.07M 0.26%
11,399
-247
105
$2.05M 0.26%
39,494
-1,061
106
$2.04M 0.26%
24,401
+8,442
107
$2.02M 0.26%
9,754
+584
108
$2.01M 0.26%
5,012
+107
109
$1.99M 0.25%
13,802
-2,625
110
$1.92M 0.25%
4,356
+559
111
$1.89M 0.24%
36,208
+3,401
112
$1.87M 0.24%
42,200
-5,900
113
$1.85M 0.24%
26,805
+2,893
114
$1.81M 0.23%
10,677
+3,012
115
$1.77M 0.23%
8,299
+264
116
$1.76M 0.22%
3,818
-10
117
$1.75M 0.22%
3,949
+166
118
$1.75M 0.22%
17,855
-1,465
119
$1.75M 0.22%
8,793
+27
120
$1.75M 0.22%
13,254
+3,612
121
$1.7M 0.22%
680
+9
122
$1.69M 0.22%
6,438
+2,218
123
$1.66M 0.21%
46,713
+13,100
124
$1.56M 0.2%
9,209
+1,498
125
$1.54M 0.2%
13,747
-50
3 4
5
6 7