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
401
$29.4K 0.01%
2,000
402
$29K 0.01%
303
-100
403
$28.7K 0.01%
319
404
$28.3K 0.01%
300
405
$28K 0.01%
400
-4,435
406
$27.9K 0.01%
240
407
$27.8K 0.01%
900
408
$27.7K 0.01%
740
409
$27.7K 0.01%
2,000
410
$27.6K 0.01%
1,400
411
$27K 0.01%
519
412
$26.8K 0.01%
589
413
$26.6K 0.01%
400
414
$26.6K 0.01%
200
415
$26.6K 0.01%
3,169
416
$26.4K 0.01%
1,868
417
$26.3K 0.01%
465
418
$26.1K 0.01%
200
-50
419
$25.5K 0.01%
600
420
$25.5K 0.01%
448
421
$25.4K 0.01%
226
422
$25.3K 0.01%
2,400
423
$25.2K 0.01%
5,800
+1,000
424
$25.1K 0.01%
300
425
$24.6K 0.01%
2,042
+43
15 16
17
18 19