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
351
$54K 0.02%
757
352
$53K 0.02%
1,800
353
$53K 0.02%
1,000
354
$52.8K 0.02%
480
355
$49.9K 0.02%
300
356
$48.6K 0.02%
300
357
$48.6K 0.02%
590
358
$48.3K 0.02%
1,285
359
$47.3K 0.02%
1,000
360
$45.9K 0.02%
7,507
361
$45.6K 0.02%
5,500
362
$45.4K 0.02%
2,350
-897
363
$45.1K 0.02%
360
+60
364
$44.9K 0.02%
549
365
$44.6K 0.02%
900
-600
366
$44.6K 0.02%
355
367
$44.3K 0.02%
2,640
+500
368
$43.9K 0.02%
3,169
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369
$43.3K 0.02%
1,408
370
$43.1K 0.02%
575
-165
371
$42.8K 0.02%
5,000
-1,000
372
$42.6K 0.02%
3,500
373
$41.5K 0.02%
2,308
+8
374
$41K 0.02%
1,350
375
$41K 0.02%
920
13 14
15
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