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
426
$25.2K 0.01%
5,800
+1,000
427
$25.1K 0.01%
300
428
$24.6K 0.01%
2,042
+43
429
$24.6K 0.01%
400
430
$24.5K 0.01%
623
431
$24.3K 0.01%
325
432
$24.2K 0.01%
800
433
$23.8K 0.01%
1,500
+750
434
$23.5K 0.01%
225
435
$22.4K 0.01%
+666
436
$22K 0.01%
191
437
$21.9K 0.01%
133
438
$21.7K 0.01%
220
-370
439
$21.3K 0.01%
275
440
$21.1K 0.01%
2,000
441
$20.8K 0.01%
424
+4
442
$20.3K 0.01%
2,059
443
$20.3K 0.01%
1,000
444
$19.9K 0.01%
1,550
445
$19.6K 0.01%
500
446
$19.2K 0.01%
225
447
$19K 0.01%
535
448
$18.9K 0.01%
1,043
449
$18.9K 0.01%
127
-125
450
$18.8K 0.01%
1,800