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
326
$70K 0.03%
4,350
+900
327
$69.6K 0.03%
600
328
$69.4K 0.03%
1,246
329
$69.1K 0.03%
1,516
-121
330
$68.8K 0.03%
500
-1,550
331
$68.7K 0.03%
3,778
332
$68.6K 0.03%
1,600
-400
333
$68K 0.03%
2,069
334
$67.3K 0.03%
511
335
$67.3K 0.03%
1,060
336
$67.2K 0.03%
1,795
337
$65.7K 0.03%
3,067
-197
338
$65.7K 0.03%
1,000
339
$65.3K 0.03%
650
340
$64.4K 0.03%
+2,550
341
$62.9K 0.02%
1,200
342
$62.9K 0.02%
985
-60
343
$61.9K 0.02%
3,850
344
$60.7K 0.02%
164
345
$59.2K 0.02%
1,200
-500
346
$58.8K 0.02%
1,654
+1
347
$57.7K 0.02%
3,676
348
$54.9K 0.02%
2,150
349
$54.9K 0.02%
1,000
350
$54.6K 0.02%
3,022
-200
12 13
14
15 16