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
1
$31.5M 4.03%
92,622
+3,289
2
$22M 2.81%
92,774
+222
3
$21.4M 2.73%
110,367
+5,759
4
$15.8M 2.02%
905,700
-10,395
5
$13.8M 1.76%
37,253
-2,117
6
$13.7M 1.75%
665,712
+93,695
7
$13.1M 1.68%
652,371
+121,119
8
$12.9M 1.65%
78,174
+5,200
9
$11.6M 1.48%
612,768
+128,534
10
$11.3M 1.44%
83,586
+3,623
11
$11.1M 1.42%
91,937
-400
12
$10.5M 1.35%
98,206
-545
13
$10.2M 1.31%
30,037
+288
14
$10.2M 1.3%
7,918
15
$9.51M 1.21%
21,497
+313
16
$9.33M 1.19%
52,039
-1,092
17
$8.74M 1.12%
75,713
+941
18
$8.54M 1.09%
37,830
-2,563
19
$8.42M 1.08%
70,340
+2,955
20
$7.76M 0.99%
327,870
-264
21
$7.76M 0.99%
102,557
+5,917
22
$7.59M 0.97%
15,790
+734
23
$7.51M 0.96%
36,678
-126
24
$7.32M 0.94%
29,542
+3,847
25
$6.99M 0.89%
116,042
+8,480
1
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