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
151
$377K 0.14%
21,050
+5,800
152
$369K 0.14%
3,203
+69
153
$369K 0.14%
3,123
-140
154
$367K 0.14%
3,135
-35
155
$363K 0.14%
4,875
156
$359K 0.13%
20,335
-228
157
$355K 0.13%
22,900
-10,012
158
$351K 0.13%
1,405
-150
159
$349K 0.13%
835
160
$347K 0.13%
6,416
161
$344K 0.13%
10,951
+1,235
162
$341K 0.13%
2,788
-10
163
$341K 0.13%
9,784
-2,106
164
$340K 0.13%
3,897
+2
165
$339K 0.13%
2,355
-207
166
$338K 0.13%
23,600
+3,000
167
$335K 0.13%
13,232
-519
168
$333K 0.12%
10,750
169
$328K 0.12%
863
-25
170
$322K 0.12%
5,511
171
$320K 0.12%
2,277
+175
172
$318K 0.12%
6,324
-599
173
$311K 0.12%
11,395
174
$306K 0.11%
4,600
175
$287K 0.11%
6,790
5 6
7
8 9