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
251
$138K 0.05%
1,825
252
$138K 0.05%
1,355
-50
253
$138K 0.05%
+3,950
254
$138K 0.05%
26,112
-890
255
$136K 0.05%
3,000
256
$136K 0.05%
2,425
-3,450
257
$134K 0.05%
3,565
258
$133K 0.05%
1,554
259
$131K 0.05%
2,476
260
$131K 0.05%
4,774
-990
261
$131K 0.05%
2,039
262
$126K 0.05%
1,967
-22
263
$125K 0.05%
3,513
-100
264
$125K 0.05%
3,410
265
$125K 0.05%
870
266
$124K 0.05%
1,920
-70
267
$123K 0.05%
5,423
+4
268
$122K 0.05%
2,960
-1,380
269
$121K 0.05%
2,355
-710
270
$120K 0.05%
624
+20
271
$120K 0.05%
4,014
-2,853
272
$119K 0.05%
4,667
+6
273
$115K 0.05%
2,400
274
$115K 0.05%
4,150
-1,500
275
$115K 0.05%
3,145
+100
9 10
11
12 13