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
301
$80.5K 0.03%
6,000
-4,800
302
$80.1K 0.03%
1,700
-850
303
$79.9K 0.03%
1,467
304
$79.5K 0.03%
1,700
305
$79.4K 0.03%
480
306
$78.6K 0.03%
3,050
+300
307
$78.1K 0.03%
+778
308
$77.9K 0.03%
1,090
309
$77.7K 0.03%
1,000
310
$76.6K 0.03%
2,660
-200
311
$75.7K 0.03%
4,040
312
$74.5K 0.03%
965
313
$74.3K 0.03%
+780
314
$73.9K 0.03%
666
+142
315
$73.6K 0.03%
1,717
316
$71.7K 0.03%
630
317
$71.1K 0.03%
1,991
+1,793
318
$70.3K 0.03%
1,354
+1,064
319
$69.3K 0.03%
1,246
320
$68.5K 0.03%
1,637
+834
321
$67.8K 0.03%
1,148
322
$67.7K 0.03%
600
+75
323
$67.4K 0.03%
1,060
-70
324
$66.9K 0.03%
3,778
325
$66.8K 0.03%
2,069
+2
11 12
13
14 15