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
476
$14.6K 0.01%
1,043
477
$14.4K 0.01%
550
-250
478
$14.3K 0.01%
777
479
$14.1K 0.01%
1,000
480
$14K 0.01%
400
481
$13.8K 0.01%
1,300
482
$13.8K 0.01%
273
483
$13.6K 0.01%
200
484
$13.6K 0.01%
400
485
$13.4K 0.01%
400
486
$13.3K 0.01%
102
487
$13.3K 0.01%
510
-2,330
488
$13.3K 0.01%
+500
489
$13.2K 0.01%
161
+111
490
$13.1K 0.01%
130
491
$13.1K 0.01%
156
492
$12.8K 0.01%
600
493
$12.8K 0.01%
170
494
$12.7K 0.01%
283
495
$12.7K 0.01%
+158
496
$12.6K 0.01%
300
497
$12.6K 0.01%
387
498
$12.6K 0.01%
400
499
$12.5K ﹤0.01%
155
500
$12.3K ﹤0.01%
82