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
376
$39.4K 0.02%
300
377
$39.1K 0.02%
1,121
378
$38.7K 0.02%
3,500
+1,500
379
$38.4K 0.02%
355
380
$37K 0.01%
2,450
381
$37K 0.01%
2,719
-1,050
382
$35.7K 0.01%
+346
383
$35.4K 0.01%
+850
384
$35.3K 0.01%
250
385
$34.8K 0.01%
2,300
+400
386
$34.8K 0.01%
1,135
-355
387
$34.5K 0.01%
252
-150
388
$34.3K 0.01%
760
389
$34.2K 0.01%
1,000
390
$32.7K 0.01%
840
391
$32.4K 0.01%
675
392
$32.3K 0.01%
767
-1,257
393
$32K 0.01%
250
394
$31.9K 0.01%
300
395
$31.6K 0.01%
+5,000
396
$30.8K 0.01%
2,140
397
$30.4K 0.01%
+300
398
$30.2K 0.01%
1,200
399
$30.1K 0.01%
1,300
-600
400
$29.8K 0.01%
+285
14 15
16
17 18