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
501
$12K ﹤0.01%
+450
502
$12K ﹤0.01%
1,008
-700
503
$11.6K ﹤0.01%
276
504
$11.6K ﹤0.01%
500
505
$11.4K ﹤0.01%
150
506
$11.3K ﹤0.01%
250
-1,842
507
$11.2K ﹤0.01%
133
508
$11K ﹤0.01%
415
509
$11K ﹤0.01%
400
510
$10.8K ﹤0.01%
500
511
$10.8K ﹤0.01%
120
512
$10.5K ﹤0.01%
+85
513
$10.5K ﹤0.01%
+158
514
$10.5K ﹤0.01%
150
515
$10.4K ﹤0.01%
155
516
$10.3K ﹤0.01%
200
517
$10.3K ﹤0.01%
+550
518
$9.94K ﹤0.01%
188
519
$9.67K ﹤0.01%
40
520
$9.65K ﹤0.01%
+1,200
521
$9.59K ﹤0.01%
100
522
$9.58K ﹤0.01%
57
523
$9.56K ﹤0.01%
+600
524
$9.51K ﹤0.01%
300
525
$9.48K ﹤0.01%
173