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
376
$39K 0.02%
1,900
377
$38.7K 0.02%
740
-100
378
$38K 0.01%
1,000
379
$38K 0.01%
1,250
380
$37.9K 0.01%
807
-233
381
$37.5K 0.01%
1,800
-500
382
$36.5K 0.01%
346
383
$36.4K 0.01%
1,000
384
$36.4K 0.01%
1,300
385
$36.1K 0.01%
654
-700
386
$36.1K 0.01%
533
+375
387
$36K 0.01%
2,249
388
$34.9K 0.01%
588
+400
389
$33.6K 0.01%
675
390
$33.5K 0.01%
285
391
$33.5K 0.01%
1,200
392
$33.3K 0.01%
315
393
$33.3K 0.01%
300
394
$33.2K 0.01%
750
-100
395
$31.7K 0.01%
+1,650
396
$30.9K 0.01%
1,925
-525
397
$30.8K 0.01%
1,400
398
$30.2K 0.01%
1,000
399
$30.1K 0.01%
735
-8,390
400
$30.1K 0.01%
710
-57
14 15
16
17 18