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
326
$65.8K 0.03%
6,000
327
$65.8K 0.03%
650
328
$65.1K 0.03%
3,247
+912
329
$64.5K 0.03%
2,550
330
$63.6K 0.03%
5,948
-2,586
331
$63.3K 0.03%
511
332
$62.8K 0.02%
5,532
333
$62.6K 0.02%
+3,850
334
$62K 0.02%
5,500
+4,000
335
$61.7K 0.02%
1,795
+295
336
$61.6K 0.02%
3,000
337
$59.7K 0.02%
1,000
338
$59.2K 0.02%
3,264
-125
339
$56.1K 0.02%
757
-50
340
$56K 0.02%
3,450
341
$55.9K 0.02%
1,500
342
$55.5K 0.02%
3,676
-47
343
$55.2K 0.02%
1,653
+1
344
$55.1K 0.02%
1,000
345
$54.1K 0.02%
285
+25
346
$54K 0.02%
590
347
$53.6K 0.02%
1,200
348
$52.8K 0.02%
480
349
$52.8K 0.02%
2,150
+550
350
$51.6K 0.02%
1,045
-585
12 13
14
15 16