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
151
$1.45M 0.13%
4,641
-1,837
152
$1.45M 0.13%
8,381
+32
153
$1.44M 0.13%
67,945
+14
154
$1.44M 0.13%
50,943
+13,663
155
$1.43M 0.13%
7,584
-148
156
$1.4M 0.13%
4,248
-69
157
$1.39M 0.13%
27,747
+598
158
$1.36M 0.13%
4,372
+903
159
$1.34M 0.13%
10,411
-48
160
$1.32M 0.12%
2,827
-132
161
$1.29M 0.12%
5,670
-105
162
$1.29M 0.12%
5,199
-25
163
$1.27M 0.12%
12,087
+100
164
$1.26M 0.12%
7,610
-225
165
$1.26M 0.12%
8,172
166
$1.26M 0.12%
30,352
+2,965
167
$1.24M 0.12%
62,769
+295
168
$1.24M 0.12%
36,335
+1,000
169
$1.24M 0.12%
8,860
+6,500
170
$1.23M 0.11%
9,800
171
$1.2M 0.11%
4,413
+450
172
$1.2M 0.11%
9,904
+197
173
$1.2M 0.11%
19,711
+790
174
$1.19M 0.11%
21,525
-3,300
175
$1.18M 0.11%
63,655
5 6
7
8 9