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
$258M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$716K
3
+$482K
4
PNR icon
Pentair
PNR
+$323K
5
VOD icon
Vodafone
VOD
+$305K

Top Sells

1
+$721K
2
+$344K
3
+$310K
4
APA icon
APA Corp
APA
+$278K
5
GILD icon
Gilead Sciences
GILD
+$240K

Sector Composition

1 Healthcare 15.02%
2 Financials 12.83%
3 Industrials 12.67%
4 Technology 10.71%
5 Consumer Staples 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$192K 0.07%
4,116
-1,585
227
$187K 0.07%
2,645
228
$186K 0.07%
3,010
+270
229
$184K 0.07%
2,300
230
$183K 0.07%
3,725
-75
231
$177K 0.07%
11,404
-400
232
$176K 0.07%
4,660
-2,965
233
$173K 0.07%
3,375
234
$171K 0.07%
1,305
+50
235
$169K 0.07%
2,460
236
$168K 0.07%
5,700
237
$161K 0.06%
11,200
+400
238
$160K 0.06%
3,532
-396
239
$158K 0.06%
10,179
-703
240
$158K 0.06%
4,095
+275
241
$158K 0.06%
2,000
242
$157K 0.06%
7,810
243
$157K 0.06%
2,450
244
$156K 0.06%
1,390
-5
245
$153K 0.06%
26,312
+200
246
$153K 0.06%
2,898
-90
247
$152K 0.06%
2,960
248
$151K 0.06%
1,322
+10
249
$151K 0.06%
1,200
250
$150K 0.06%
9,125
8 9
10
11 12