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
201
$651K 0.08%
3,933
-178
202
$643K 0.08%
5,899
+100
203
$636K 0.08%
7,857
-75
204
$634K 0.08%
19,108
+11
205
$632K 0.08%
4,978
-9
206
$616K 0.08%
+2,834
207
$612K 0.08%
845
+540
208
$602K 0.08%
2,447
-170
209
$601K 0.08%
1,318
210
$598K 0.08%
2,173
+40
211
$590K 0.08%
4,744
+144
212
$577K 0.07%
6,805
+6,755
213
$572K 0.07%
21,045
+909
214
$567K 0.07%
62,969
215
$560K 0.07%
5,060
-1,235
216
$560K 0.07%
4,151
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217
$558K 0.07%
3,886
-345
218
$555K 0.07%
2,837
-1,223
219
$552K 0.07%
6,467
+346
220
$551K 0.07%
1,359
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221
$550K 0.07%
31,695
222
$549K 0.07%
5,569
223
$538K 0.07%
10,550
224
$534K 0.07%
2,528
+227
225
$532K 0.07%
6,851
-92
7 8
9
10 11