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
176
$803K 0.1%
63,230
+1,100
177
$798K 0.1%
3,052
+212
178
$796K 0.1%
7,884
179
$782K 0.1%
49,030
-9,258
180
$777K 0.1%
7,785
181
$752K 0.1%
9,419
-4,050
182
$747K 0.1%
6,670
-97
183
$742K 0.09%
21,813
-7,415
184
$741K 0.09%
1,031
+261
185
$729K 0.09%
6,873
+807
186
$728K 0.09%
15,980
-460
187
$727K 0.09%
12,470
-3,999
188
$717K 0.09%
10,985
189
$716K 0.09%
5,111
-1,925
190
$706K 0.09%
13,627
191
$705K 0.09%
2,354
-349
192
$699K 0.09%
11,775
-175
193
$698K 0.09%
3,739
-166
194
$692K 0.09%
6,868
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195
$673K 0.09%
1,779
+745
196
$670K 0.09%
7,887
-146
197
$666K 0.09%
15,616
+1,633
198
$665K 0.08%
6,025
+2,510
199
$655K 0.08%
4,375
+75
200
$653K 0.08%
8,207
+925
6 7
8
9 10