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
426
$24.4K 0.01%
875
427
$24.1K 0.01%
300
428
$24K 0.01%
240
-85
429
$23K 0.01%
191
430
$22.5K 0.01%
+420
431
$22.5K 0.01%
2,000
+1,600
432
$22.2K 0.01%
800
433
$21.9K 0.01%
+225
434
$21.9K 0.01%
275
435
$21.7K 0.01%
300
436
$21.5K 0.01%
133
437
$21.5K 0.01%
203
438
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439
$21K 0.01%
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$20.8K 0.01%
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441
$20K 0.01%
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442
$20K 0.01%
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$19.7K 0.01%
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$19.6K 0.01%
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$19.3K 0.01%
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$19K 0.01%
703
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$18.8K 0.01%
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449
$18.8K 0.01%
378
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450
$18.7K 0.01%
280
-635