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
126
$1.5M 0.19%
17,250
+2,890
127
$1.46M 0.19%
14,727
-3,082
128
$1.45M 0.18%
20,721
-200
129
$1.45M 0.18%
4,683
-99
130
$1.44M 0.18%
9,129
-184
131
$1.43M 0.18%
8,196
-2,025
132
$1.41M 0.18%
3,235
-1,070
133
$1.4M 0.18%
21,819
+1,022
134
$1.35M 0.17%
9,530
-1,052
135
$1.34M 0.17%
20,393
136
$1.34M 0.17%
3,919
+1,106
137
$1.34M 0.17%
496
-83
138
$1.34M 0.17%
2,988
-438
139
$1.29M 0.16%
74,893
-3,943
140
$1.25M 0.16%
16,495
-2,600
141
$1.21M 0.15%
5,457
-289
142
$1.18M 0.15%
18,709
+410
143
$1.18M 0.15%
5,574
144
$1.14M 0.15%
13,640
+1,362
145
$1.13M 0.14%
3,509
+87
146
$1.13M 0.14%
4,524
-260
147
$1.1M 0.14%
19,488
-3,501
148
$1.1M 0.14%
5,118
+31
149
$1.09M 0.14%
13,424
+400
150
$1.08M 0.14%
3,120
4 5
6
7 8