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
351
$51K 0.02%
1,000
352
$50K 0.02%
300
353
$49.8K 0.02%
1,800
354
$49.8K 0.02%
870
+500
355
$49.7K 0.02%
740
-185
356
$49.6K 0.02%
300
357
$47.2K 0.02%
590
358
$47.2K 0.02%
1,900
-800
359
$47K 0.02%
164
360
$46.3K 0.02%
1,000
361
$45.7K 0.02%
403
+103
362
$45.5K 0.02%
1,285
+120
363
$44.5K 0.02%
549
364
$44.2K 0.02%
7,507
365
$44.1K 0.02%
2,300
366
$43.8K 0.02%
800
367
$42.9K 0.02%
1,350
-200
368
$42.7K 0.02%
+1,329
369
$42.3K 0.02%
1,408
+500
370
$41.7K 0.02%
+6,800
371
$41.1K 0.02%
3,222
-1,100
372
$40.9K 0.02%
300
373
$40.3K 0.02%
1,040
374
$39.9K 0.02%
1,250
375
$39.6K 0.02%
920
13 14
15
16 17