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
301
$85.7K 0.03%
771
+105
302
$85K 0.03%
1,100
+135
303
$84.1K 0.03%
480
304
$83.1K 0.03%
5,033
305
$82.4K 0.03%
+5,000
306
$82.2K 0.03%
4,723
-2,500
307
$81K 0.03%
778
308
$80.5K 0.03%
2,550
309
$79.6K 0.03%
700
310
$79.1K 0.03%
2,660
311
$78.5K 0.03%
630
312
$78.3K 0.03%
1,264
+116
313
$77.9K 0.03%
1,080
-10
314
$77.6K 0.03%
780
315
$77.3K 0.03%
5,532
316
$77.1K 0.03%
385
+100
317
$76.2K 0.03%
4,040
318
$75.3K 0.03%
3,000
319
$74.8K 0.03%
1,170
+300
320
$72.8K 0.03%
+3,000
321
$72.3K 0.03%
1,000
322
$72.2K 0.03%
+600
323
$70.6K 0.03%
825
-250
324
$70K 0.03%
4,350
+900
325
$69.6K 0.03%
600
11 12
13
14 15