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
201
$836K 0.08%
2,422
202
$832K 0.08%
9,416
203
$810K 0.08%
35,665
-6,372
204
$785K 0.07%
9,825
205
$783K 0.07%
7,026
-500
206
$783K 0.07%
1,615
+209
207
$783K 0.07%
8,893
-390
208
$781K 0.07%
1,526
+23
209
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3,745
210
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7,645
-493
211
$768K 0.07%
26,244
+8
212
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12,682
-110
213
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1,196
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214
$758K 0.07%
12,431
-2,055
215
$750K 0.07%
20,540
216
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8,100
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217
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14,828
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218
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32,424
219
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5,175
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220
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769
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221
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21,164
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222
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3,869
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223
$714K 0.07%
1,977
224
$713K 0.07%
12,594
-298
225
$708K 0.07%
10,457
-1,446
7 8
9
10 11