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
201
$244K 0.09%
6,530
-400
202
$244K 0.09%
1,634
203
$244K 0.09%
18,126
-1,807
204
$241K 0.09%
1,395
205
$241K 0.09%
1,981
+1,381
206
$238K 0.09%
2,700
+1,200
207
$238K 0.09%
4,495
208
$238K 0.09%
25,564
+37
209
$231K 0.09%
8,000
210
$231K 0.09%
11,125
+2,000
211
$230K 0.09%
1,604
-20
212
$230K 0.09%
1,783
+115
213
$230K 0.09%
6,600
+3,190
214
$230K 0.09%
2,293
-10
215
$226K 0.08%
6,700
+1,000
216
$222K 0.08%
14,700
-500
217
$221K 0.08%
3,440
-100
218
$217K 0.08%
1,821
+1,521
219
$215K 0.08%
1,836
220
$212K 0.08%
2,370
221
$209K 0.08%
1,475
+25
222
$208K 0.08%
5,270
-1,932
223
$208K 0.08%
11,032
+853
224
$207K 0.08%
8,168
+3
225
$206K 0.08%
3,725
7 8
9
10 11