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
26
$2.21M 0.87%
92,304
-296
27
$2.18M 0.86%
25,740
-400
28
$2.13M 0.84%
38,819
+587
29
$2.08M 0.82%
26,304
+627
30
$1.95M 0.77%
41,244
-144
31
$1.89M 0.75%
48,163
-2,830
32
$1.85M 0.73%
56,818
+2,400
33
$1.84M 0.73%
33,840
-4,120
34
$1.84M 0.72%
44,700
-600
35
$1.83M 0.72%
21,092
-936
36
$1.82M 0.72%
22,487
-150
37
$1.82M 0.72%
17,385
+1,113
38
$1.81M 0.71%
58,606
+17,184
39
$1.74M 0.69%
48,997
-1,559
40
$1.71M 0.67%
19,385
+50
41
$1.66M 0.65%
80,959
-1,291
42
$1.63M 0.64%
20,543
-235
43
$1.59M 0.63%
55,420
-15,017
44
$1.58M 0.62%
49,636
+825
45
$1.57M 0.62%
22,724
-10
46
$1.53M 0.6%
1,222
-18
47
$1.52M 0.6%
30,274
-200
48
$1.49M 0.59%
32,703
+700
49
$1.46M 0.58%
10,047
-425
50
$1.45M 0.57%
79,390
-3,875
1
2
3 4 5