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
276
$114K 0.04%
4,742
+472
277
$113K 0.04%
986
+893
278
$110K 0.04%
1,745
-100
279
$110K 0.04%
5,075
+1,775
280
$109K 0.04%
1,502
-149
281
$109K 0.04%
+400
282
$108K 0.04%
2,897
283
$108K 0.04%
2,066
+600
284
$103K 0.04%
1,234
+607
285
$101K 0.04%
7,750
-3,525
286
$99.5K 0.04%
8,065
-2,400
287
$99K 0.04%
10,300
288
$97.6K 0.04%
3,059
289
$96.6K 0.04%
7,223
-694
290
$95.6K 0.04%
1,500
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291
$95.4K 0.04%
+1,337
292
$95.2K 0.04%
+724
293
$93.8K 0.04%
1,075
-250
294
$92.5K 0.04%
1,135
295
$92K 0.04%
1,290
296
$91.6K 0.04%
1,443
297
$84.8K 0.03%
5,033
298
$84.3K 0.03%
700
299
$82.7K 0.03%
1,497
-400
300
$80.7K 0.03%
2,000
10 11
12
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