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
426
$24.6K 0.01%
400
427
$24.5K 0.01%
623
428
$24.3K 0.01%
325
429
$24.2K 0.01%
800
430
$23.8K 0.01%
1,500
+750
431
$23.5K 0.01%
225
432
$22.4K 0.01%
+666
433
$22K 0.01%
191
434
$21.9K 0.01%
133
435
$21.7K 0.01%
2,200
-3,700
436
$21.3K 0.01%
275
437
$21.1K 0.01%
2,000
438
$20.8K 0.01%
424
+4
439
$20.3K 0.01%
2,059
440
$20.3K 0.01%
1,000
441
$19.9K 0.01%
1,550
442
$19.6K 0.01%
500
443
$19.2K 0.01%
225
444
$19K 0.01%
535
445
$18.9K 0.01%
1,043
446
$18.9K 0.01%
127
-125
447
$18.8K 0.01%
1,800
448
$18.7K 0.01%
250
449
$18.7K 0.01%
703
450
$18.6K 0.01%
+277
16 17
18
19 20