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
176
$287K 0.11%
30,000
177
$283K 0.11%
3,000
178
$281K 0.11%
9,475
-85
179
$280K 0.1%
20,072
180
$275K 0.1%
19,100
+2,000
181
$275K 0.1%
6,025
182
$275K 0.1%
7,974
183
$272K 0.1%
8,175
+175
184
$269K 0.1%
4,350
+1,900
185
$268K 0.1%
2,603
-5,770
186
$268K 0.1%
3,700
187
$266K 0.1%
2,664
+1
188
$266K 0.1%
10,783
+1,006
189
$265K 0.1%
3,033
190
$262K 0.1%
1,920
-1,610
191
$259K 0.1%
12,978
+2,016
192
$258K 0.1%
4,259
-43
193
$257K 0.1%
3,316
194
$254K 0.1%
2,480
195
$251K 0.09%
10,881
196
$249K 0.09%
+20,600
197
$249K 0.09%
3,357
+117
198
$248K 0.09%
1,850
+400
199
$247K 0.09%
5,115
200
$245K 0.09%
32,500
-9,900
6 7
8
9 10