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
126
$2.12M 0.2%
38,425
-1,040
127
$2.06M 0.19%
13,344
128
$2.02M 0.19%
17,037
+607
129
$1.99M 0.19%
8,009
+27
130
$1.97M 0.18%
7,607
-37
131
$1.96M 0.18%
41,595
-1,956
132
$1.95M 0.18%
38,889
+4,600
133
$1.9M 0.18%
68,933
-3,650
134
$1.88M 0.18%
14,223
+1,109
135
$1.86M 0.17%
12,837
-75
136
$1.86M 0.17%
4,165
137
$1.85M 0.17%
25,042
+1,520
138
$1.83M 0.17%
25,262
-5,000
139
$1.82M 0.17%
4,235
+279
140
$1.76M 0.16%
8,607
+3,652
141
$1.69M 0.16%
7,255
+245
142
$1.66M 0.15%
5,852
+161
143
$1.65M 0.15%
17,756
144
$1.64M 0.15%
19,531
-429
145
$1.58M 0.15%
40,908
-550
146
$1.57M 0.15%
25,376
-585
147
$1.56M 0.15%
7,050
-26
148
$1.5M 0.14%
2,442
+54
149
$1.47M 0.14%
14,352
-18
150
$1.45M 0.14%
9,864
-633
4 5
6
7 8