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
126
$488K 0.18%
7,047
127
$478K 0.18%
8,119
-100
128
$477K 0.18%
15,270
-195
129
$467K 0.17%
8,875
-25
130
$463K 0.17%
17,140
+300
131
$463K 0.17%
3,860
+660
132
$456K 0.17%
4,138
-349
133
$450K 0.17%
7,555
-750
134
$450K 0.17%
25,968
-1,850
135
$449K 0.17%
2,025
-25
136
$447K 0.17%
12,950
137
$432K 0.16%
7,488
+100
138
$429K 0.16%
8,330
-125
139
$424K 0.16%
5,885
+30
140
$422K 0.16%
3,698
+1,060
141
$421K 0.16%
17,951
142
$411K 0.15%
17,525
+595
143
$408K 0.15%
3,604
-30
144
$407K 0.15%
14,160
-150
145
$406K 0.15%
7,028
146
$401K 0.15%
1,725
-50
147
$388K 0.15%
3,609
148
$386K 0.14%
10,781
-600
149
$383K 0.14%
5,089
+173
150
$381K 0.14%
12,901
-868
4 5
6
7 8