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
476
$14.9K 0.01%
550
477
$14.9K 0.01%
300
+200
478
$14.5K 0.01%
400
479
$14.4K 0.01%
273
480
$14.4K 0.01%
1,000
481
$14.3K 0.01%
1,300
482
$14.3K 0.01%
130
483
$14.2K 0.01%
207
484
$14.2K 0.01%
+700
485
$14.2K 0.01%
156
486
$14.1K 0.01%
500
487
$14.1K 0.01%
400
488
$14.1K 0.01%
200
-2,360
489
$13.9K 0.01%
410
-465
490
$13.8K 0.01%
102
-4
491
$13.8K 0.01%
165
492
$13.8K 0.01%
400
493
$13.7K 0.01%
+500
494
$13.5K 0.01%
550
495
$13.3K 0.01%
246
496
$13.3K 0.01%
400
497
$13.1K 0.01%
161
498
$13.1K 0.01%
300
499
$12.8K 0.01%
102
500
$12.6K ﹤0.01%
82
18 19
20
21 22