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
1
$10.8M 4.02%
135,594
-84
2
$7.66M 2.86%
84,848
+613
3
$7.11M 2.66%
91,151
-2,995
4
$5.63M 2.1%
175,275
-3,236
5
$5.32M 1.99%
35,107
+789
6
$4.98M 1.86%
80,066
+7,317
7
$4.55M 1.7%
85,296
-1,596
8
$4.52M 1.69%
39,246
+452
9
$3.49M 1.31%
45,013
-1,602
10
$3.38M 1.26%
32,422
-190
11
$3.27M 1.22%
17,552
+90
12
$3.15M 1.18%
44,386
-997
13
$3.11M 1.16%
39,350
+3,490
14
$3.08M 1.15%
29,730
-185
15
$3.07M 1.15%
18,856
+2,170
16
$3M 1.12%
37,724
+15,425
17
$2.89M 1.08%
79,569
-1,766
18
$2.83M 1.06%
68,307
+468
19
$2.79M 1.04%
44,513
-278
20
$2.74M 1.02%
23,869
-105
21
$2.71M 1.01%
25,926
-13
22
$2.68M 1%
92,472
+344
23
$2.6M 0.97%
52,855
-640
24
$2.59M 0.97%
83,897
+1,918
25
$2.4M 0.9%
45,530
-598
1
2 3 4 5