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
1
$39.4M 3.68%
105,030
+1,813
2
$37.5M 3.5%
107,100
+4,159
3
$30.1M 2.81%
135,648
+5,839
4
$25M 2.33%
1,133,017
+9,890
5
$20.5M 1.91%
1,046,203
+104,344
6
$19.9M 1.85%
37,326
-2,145
7
$19.6M 1.83%
41,755
+680
8
$19.3M 1.8%
992,493
+16,233
9
$19M 1.77%
934,159
+926,497
10
$17.8M 1.66%
84,926
-5,805
11
$16.2M 1.51%
104,476
+1,677
12
$15.7M 1.46%
8,451
-92
13
$15.6M 1.46%
28,837
+387
14
$14.3M 1.33%
86,258
-5,367
15
$14.2M 1.33%
90,936
+1,635
16
$13.3M 1.24%
69,876
+2,079
17
$12.3M 1.15%
23,542
+570
18
$12.1M 1.13%
102,018
+741
19
$11.6M 1.08%
14,016
-29
20
$11.4M 1.06%
19,761
-229
21
$11.1M 1.03%
65,106
+22
22
$10.6M 0.99%
45,492
-171
23
$10.3M 0.96%
43,643
-90
24
$9.94M 0.93%
81,521
+270
25
$9.8M 0.91%
39,963
-334
1
2 3 4 5