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
326
$69.4K 0.03%
1,246
327
$69.1K 0.03%
1,516
-121
328
$68.8K 0.03%
500
-1,550
329
$68.7K 0.03%
3,778
330
$68.6K 0.03%
1,600
-400
331
$68K 0.03%
2,069
332
$67.3K 0.03%
511
333
$67.3K 0.03%
1,060
334
$67.2K 0.03%
1,795
335
$65.7K 0.03%
3,067
-197
336
$65.7K 0.03%
1,000
337
$65.3K 0.03%
650
338
$64.4K 0.03%
+2,550
339
$62.9K 0.02%
1,200
340
$62.9K 0.02%
985
-60
341
$61.9K 0.02%
3,850
342
$60.7K 0.02%
164
343
$59.2K 0.02%
1,200
-500
344
$58.8K 0.02%
1,654
+1
345
$57.7K 0.02%
3,676
346
$54.9K 0.02%
2,150
347
$54.9K 0.02%
1,000
348
$54.6K 0.02%
3,022
-200
349
$54K 0.02%
757
350
$53K 0.02%
1,800
12 13
14
15 16