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
476
$15.5K 0.01%
500
477
$15.4K 0.01%
777
478
$15.3K 0.01%
312
479
$15.2K 0.01%
100
480
$14.9K 0.01%
550
481
$14.9K 0.01%
300
+200
482
$14.5K 0.01%
400
483
$14.4K 0.01%
273
484
$14.4K 0.01%
1,000
485
$14.3K 0.01%
1,300
486
$14.3K 0.01%
130
487
$14.2K 0.01%
204
488
$14.2K 0.01%
+700
489
$14.2K 0.01%
156
490
$14.1K 0.01%
500
491
$14.1K 0.01%
200
492
$14.1K 0.01%
200
-2,360
493
$13.9K 0.01%
410
-465
494
$13.8K 0.01%
102
-4
495
$13.8K 0.01%
165
496
$13.8K 0.01%
400
497
$13.7K 0.01%
+500
498
$13.5K 0.01%
550
499
$13.3K 0.01%
246
500
$13.3K 0.01%
400