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
451
$18.6K 0.01%
378
452
$18.6K 0.01%
833
453
$18.2K 0.01%
300
454
$18.1K 0.01%
150
455
$17.2K 0.01%
6,008
456
$17K 0.01%
203
457
$16.9K 0.01%
422
+270
458
$16.7K 0.01%
288
+115
459
$16.6K 0.01%
348
-175
460
$16.5K 0.01%
1,094
+1,000
461
$16.4K 0.01%
297
462
$16.4K 0.01%
900
463
$16.2K 0.01%
375
464
$16.2K 0.01%
1,000
465
$16K 0.01%
400
466
$15.9K 0.01%
3,180
-900
467
$15.7K 0.01%
1,175
-1,544
468
$15.6K 0.01%
400
469
$15.5K 0.01%
170
470
$15.5K 0.01%
75
471
$15.5K 0.01%
215
+150
472
$15.5K 0.01%
500
473
$15.4K 0.01%
777
474
$15.3K 0.01%
624
475
$15.2K 0.01%
100
17 18
19
20 21