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
351
$53K 0.02%
1,000
352
$52.8K 0.02%
480
353
$49.9K 0.02%
300
354
$48.6K 0.02%
300
355
$48.6K 0.02%
590
356
$48.3K 0.02%
1,285
357
$47.3K 0.02%
1,000
358
$45.9K 0.02%
7,507
359
$45.6K 0.02%
5,500
360
$45.4K 0.02%
2,350
-897
361
$45.1K 0.02%
360
+60
362
$44.9K 0.02%
549
363
$44.6K 0.02%
900
-600
364
$44.6K 0.02%
355
365
$44.3K 0.02%
2,640
+500
366
$43.9K 0.02%
3,169
+868
367
$43.3K 0.02%
1,408
368
$43.1K 0.02%
575
-165
369
$42.8K 0.02%
5,000
-1,000
370
$42.6K 0.02%
3,500
371
$41.5K 0.02%
2,308
+8
372
$41K 0.02%
1,350
373
$41K 0.02%
920
374
$39.5K 0.02%
+1,000
375
$39.1K 0.02%
1,121
13 14
15
16 17