AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$738K
3
+$483K
4
VOD icon
Vodafone
VOD
+$319K
5
PNR icon
Pentair
PNR
+$316K

Top Sells

1
+$696K
2
+$376K
3
+$322K
4
GILD icon
Gilead Sciences
GILD
+$246K
5
APA icon
APA Corp
APA
+$238K

Sector Composition

1 Healthcare 15.02%
2 Financials 12.83%
3 Industrials 12.62%
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
$129K 0.05%
3,410
263
$129K 0.05%
2,039
264
$129K 0.05%
1,967
265
$127K 0.05%
2,355
266
$127K 0.05%
1,045
-310
267
$126K 0.05%
635
+11
268
$126K 0.05%
4,024
-643
269
$123K 0.05%
1,920
270
$122K 0.05%
5,428
+5
271
$120K 0.05%
3,145
272
$120K 0.05%
2,400
273
$119K 0.05%
2,462
-1,450
274
$119K 0.05%
2,200
-950
275
$118K 0.05%
953
-33
9 10
11
12 13