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
401
$29.2K 0.01%
400
402
$29.1K 0.01%
1,000
403
$28.9K 0.01%
2,301
+1,451
404
$28.6K 0.01%
740
405
$28.2K 0.01%
1,000
406
$27.8K 0.01%
2,000
407
$27.4K 0.01%
1,400
408
$27.1K 0.01%
1,400
409
$27K 0.01%
900
410
$26.6K 0.01%
535
411
$26.6K 0.01%
2,400
412
$26.2K 0.01%
523
413
$26.1K 0.01%
200
414
$26K 0.01%
319
415
$25.8K 0.01%
3,169
416
$25.7K 0.01%
+465
417
$25.5K 0.01%
1,868
418
$25.5K 0.01%
226
419
$25.4K 0.01%
448
420
$25.2K 0.01%
589
421
$25.1K 0.01%
1,999
-283
422
$25.1K 0.01%
315
423
$24.8K 0.01%
325
424
$24.6K 0.01%
519
425
$24.6K 0.01%
600