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
$254M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$531K
3
+$454K
4
APA icon
APA Corp
APA
+$444K
5
CAH icon
Cardinal Health
CAH
+$364K

Top Sells

1
+$431K
2
+$293K
3
+$227K
4
FI icon
Fiserv
FI
+$224K
5
AKAM icon
Akamai
AKAM
+$193K

Sector Composition

1 Healthcare 15.26%
2 Industrials 12.39%
3 Financials 12.3%
4 Technology 10.23%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$179K 0.07%
2,355
-260
227
$176K 0.07%
10,882
-242
228
$175K 0.07%
3,156
229
$175K 0.07%
2,450
230
$172K 0.07%
3,066
-1,635
231
$170K 0.07%
2,000
232
$169K 0.07%
3,150
233
$166K 0.07%
2,460
-517
234
$165K 0.07%
1,255
235
$165K 0.07%
2,988
236
$164K 0.06%
7,598
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237
$161K 0.06%
2,740
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238
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3,375
239
$158K 0.06%
3,928
-238
240
$156K 0.06%
1,312
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241
$153K 0.06%
3,820
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242
$152K 0.06%
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243
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244
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245
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246
$148K 0.06%
11,804
247
$148K 0.06%
27,737
+1,513
248
$146K 0.06%
10,800
249
$144K 0.06%
1,628
+16
250
$144K 0.06%
1,253
8 9
10
11 12