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
101
$2.68M 0.25%
16,595
+14
102
$2.65M 0.25%
15,339
+387
103
$2.63M 0.25%
10,614
+20
104
$2.61M 0.24%
38,441
-499
105
$2.58M 0.24%
87,757
-122
106
$2.56M 0.24%
27,876
+236
107
$2.54M 0.24%
4,641
+23
108
$2.52M 0.24%
17,716
+260
109
$2.48M 0.23%
34,056
+2,858
110
$2.48M 0.23%
12,760
+4
111
$2.46M 0.23%
9,153
+127
112
$2.43M 0.23%
40,875
+1
113
$2.41M 0.23%
18,227
-98
114
$2.41M 0.22%
12,038
+273
115
$2.35M 0.22%
63,633
-2,064
116
$2.31M 0.22%
26,305
+673
117
$2.31M 0.22%
29,487
+1,509
118
$2.28M 0.21%
10,426
+404
119
$2.28M 0.21%
34,911
+85
120
$2.26M 0.21%
8,712
+316
121
$2.23M 0.21%
6,022
+382
122
$2.23M 0.21%
20,024
-260
123
$2.21M 0.21%
4,350
-237
124
$2.18M 0.2%
63,652
125
$2.14M 0.2%
44,550
+1,718
3 4
5
6 7