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
401
$30.2K 0.01%
1,000
402
$30.1K 0.01%
735
-8,390
403
$30.1K 0.01%
710
-57
404
$29.4K 0.01%
2,000
405
$29K 0.01%
303
-100
406
$28.7K 0.01%
319
407
$28.3K 0.01%
300
408
$28K 0.01%
400
-4,435
409
$27.9K 0.01%
240
410
$27.8K 0.01%
900
411
$27.7K 0.01%
740
412
$27.7K 0.01%
2,000
413
$27.6K 0.01%
1,400
414
$27K 0.01%
519
415
$26.8K 0.01%
589
416
$26.6K 0.01%
400
417
$26.6K 0.01%
200
418
$26.6K 0.01%
3,169
419
$26.4K 0.01%
1,868
420
$26.3K 0.01%
465
421
$26.1K 0.01%
200
-50
422
$25.5K 0.01%
600
423
$25.5K 0.01%
448
424
$25.4K 0.01%
226
425
$25.3K 0.01%
2,400