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
276
$117K 0.05%
3,565
277
$114K 0.04%
2,160
-265
278
$113K 0.04%
3,829
-185
279
$113K 0.04%
400
280
$113K 0.04%
2,066
281
$111K 0.04%
7,800
-265
282
$111K 0.04%
3,059
283
$111K 0.04%
1,710
-35
284
$110K 0.04%
2,897
285
$110K 0.04%
4,150
286
$108K 0.04%
1,500
287
$107K 0.04%
8,250
+500
288
$106K 0.04%
1,502
289
$105K 0.04%
1,290
290
$104K 0.04%
+3,248
291
$104K 0.04%
3,413
-100
292
$104K 0.04%
10,300
293
$103K 0.04%
1,337
294
$98.6K 0.04%
1,175
-59
295
$96.5K 0.04%
1,135
296
$96K 0.04%
6,000
297
$93.4K 0.04%
1,700
298
$93.1K 0.04%
3,050
299
$92K 0.04%
+3,247
300
$89.3K 0.03%
1,243
-200
10 11
12
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