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
376
$39.5K 0.02%
+1,000
377
$39.1K 0.02%
1,121
378
$39K 0.02%
1,900
379
$38.7K 0.02%
740
-100
380
$38K 0.01%
1,000
381
$38K 0.01%
1,250
382
$37.9K 0.01%
807
-233
383
$37.5K 0.01%
1,800
-500
384
$36.5K 0.01%
346
385
$36.4K 0.01%
1,000
386
$36.4K 0.01%
1,300
387
$36.1K 0.01%
654
-700
388
$36.1K 0.01%
533
+375
389
$36K 0.01%
2,249
390
$35.3K 0.01%
700
-60
391
$34.9K 0.01%
588
+400
392
$33.6K 0.01%
675
393
$33.5K 0.01%
285
394
$33.5K 0.01%
1,200
395
$33.3K 0.01%
315
396
$33.3K 0.01%
300
397
$33.2K 0.01%
750
-100
398
$31.7K 0.01%
+1,650
399
$30.9K 0.01%
1,925
-525
400
$30.8K 0.01%
1,400
14 15
16
17 18