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
251
$148K 0.06%
22,160
+15,360
252
$148K 0.06%
2,574
-582
253
$147K 0.06%
19,925
+14,925
254
$147K 0.06%
1,253
255
$146K 0.06%
1,679
+51
256
$143K 0.06%
4,742
257
$143K 0.06%
3,000
258
$138K 0.05%
4,400
-374
259
$133K 0.05%
1,825
260
$132K 0.05%
1,554
261
$131K 0.05%
2,476
262
$130K 0.05%
22,257
-5,480
263
$129K 0.05%
3,410
264
$129K 0.05%
2,039
265
$129K 0.05%
1,967
266
$127K 0.05%
2,355
267
$127K 0.05%
1,045
-310
268
$126K 0.05%
635
+11
269
$126K 0.05%
4,024
-643
270
$123K 0.05%
1,920
271
$122K 0.05%
5,428
+5
272
$120K 0.05%
3,145
273
$120K 0.05%
2,400
274
$119K 0.05%
2,462
-1,450
275
$119K 0.05%
2,200
-950
9 10
11
12 13