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
301
$89.3K 0.03%
1,243
-200
302
$85.7K 0.03%
771
+105
303
$85K 0.03%
1,100
+135
304
$84.1K 0.03%
480
305
$83.1K 0.03%
5,033
306
$82.4K 0.03%
+5,000
307
$82.2K 0.03%
4,723
-2,500
308
$81.2K 0.03%
1,622
+125
309
$81K 0.03%
778
310
$80.5K 0.03%
2,550
311
$79.6K 0.03%
700
312
$79.1K 0.03%
2,660
313
$78.5K 0.03%
630
314
$78.3K 0.03%
1,264
+116
315
$77.9K 0.03%
1,080
-10
316
$77.6K 0.03%
780
317
$77.3K 0.03%
5,532
318
$77.1K 0.03%
385
+100
319
$76.2K 0.03%
4,040
320
$75.3K 0.03%
3,000
321
$74.8K 0.03%
1,170
+300
322
$72.8K 0.03%
+3,000
323
$72.3K 0.03%
1,000
324
$72.2K 0.03%
+600
325
$70.6K 0.03%
825
-250
11 12
13
14 15