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
151
$1.07M 0.14%
27,916
-221
152
$1.07M 0.14%
2,330
+7
153
$1.06M 0.14%
9,904
154
$1.06M 0.13%
13,710
-100
155
$1.05M 0.13%
23,681
-295
156
$1.05M 0.13%
9,307
-2,036
157
$1.03M 0.13%
9,985
+759
158
$1.03M 0.13%
8,647
+550
159
$1.03M 0.13%
15,405
+1,842
160
$1.01M 0.13%
30,159
+5
161
$1.01M 0.13%
22,160
-4,040
162
$1.01M 0.13%
48,602
+2
163
$963K 0.12%
54,028
+10,892
164
$962K 0.12%
8,266
165
$942K 0.12%
1,676
+784
166
$934K 0.12%
6,977
+235
167
$925K 0.12%
3,295
-105
168
$921K 0.12%
9,130
-2,240
169
$909K 0.12%
34,490
+300
170
$907K 0.12%
10,903
-371
171
$897K 0.11%
7,140
-1,265
172
$891K 0.11%
17,045
-885
173
$890K 0.11%
16,355
-488
174
$877K 0.11%
12,330
+36
175
$816K 0.1%
9,311
-211
5 6
7
8 9