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
451
$18.7K 0.01%
400
452
$18.5K 0.01%
2,249
-180
453
$17.8K 0.01%
6,008
454
$17.5K 0.01%
150
455
$17.5K 0.01%
2,059
456
$17.4K 0.01%
833
457
$17.3K 0.01%
297
458
$17.1K 0.01%
750
-375
459
$17K 0.01%
225
460
$16.7K 0.01%
300
461
$16.7K 0.01%
375
462
$16.7K 0.01%
250
463
$16.4K 0.01%
312
464
$16.3K 0.01%
175
-1,200
465
$16.3K 0.01%
+75
466
$16.2K 0.01%
106
467
$16.1K 0.01%
900
468
$15.9K 0.01%
100
469
$15.8K 0.01%
252
470
$15.5K 0.01%
+1,000
471
$15K 0.01%
400
472
$14.9K 0.01%
500
-75
473
$14.9K 0.01%
204
474
$14.7K 0.01%
246
475
$14.6K 0.01%
165