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
451
$18.7K 0.01%
250
452
$18.7K 0.01%
703
453
$18.6K 0.01%
+277
454
$18.6K 0.01%
378
455
$18.6K 0.01%
833
456
$18.2K 0.01%
300
457
$18.1K 0.01%
150
458
$17.2K 0.01%
6,008
459
$17.2K 0.01%
400
460
$17K 0.01%
203
461
$16.9K 0.01%
211
+135
462
$16.7K 0.01%
288
+115
463
$16.6K 0.01%
348
-175
464
$16.5K 0.01%
1,094
+1,000
465
$16.4K 0.01%
297
466
$16.4K 0.01%
900
467
$16.2K 0.01%
375
468
$16.2K 0.01%
1,000
469
$16K 0.01%
400
470
$15.9K 0.01%
3,180
-900
471
$15.7K 0.01%
1,175
-1,544
472
$15.6K 0.01%
400
473
$15.5K 0.01%
170
474
$15.5K 0.01%
75
475
$15.5K 0.01%
215
+150