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
276
$118K 0.05%
953
-33
277
$117K 0.05%
3,565
278
$114K 0.04%
2,160
-265
279
$113K 0.04%
3,829
-185
280
$113K 0.04%
400
281
$113K 0.04%
2,066
282
$111K 0.04%
7,800
-265
283
$111K 0.04%
3,059
284
$111K 0.04%
1,710
-35
285
$110K 0.04%
2,897
286
$110K 0.04%
4,150
287
$108K 0.04%
1,500
288
$107K 0.04%
8,250
+500
289
$106K 0.04%
1,502
290
$105K 0.04%
1,290
291
$104K 0.04%
+2,447
292
$104K 0.04%
3,413
-100
293
$104K 0.04%
10,300
294
$103K 0.04%
1,337
295
$98.6K 0.04%
1,175
-59
296
$96.5K 0.04%
1,135
297
$96K 0.04%
6,000
298
$93.4K 0.04%
1,700
299
$93.1K 0.04%
3,050
300
$92K 0.04%
+3,247
10 11
12
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