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
501
$12.5K ﹤0.01%
40
502
$12.3K ﹤0.01%
450
503
$12.2K ﹤0.01%
155
504
$12.1K ﹤0.01%
349
-38
505
$12.1K ﹤0.01%
283
506
$12K ﹤0.01%
159
+1
507
$12K ﹤0.01%
150
508
$12K ﹤0.01%
120
509
$11.7K ﹤0.01%
500
510
$11.3K ﹤0.01%
200
-50
511
$11.2K ﹤0.01%
133
512
$11.2K ﹤0.01%
500
513
$11K ﹤0.01%
85
514
$10.9K ﹤0.01%
276
515
$10.8K ﹤0.01%
200
516
$10.8K ﹤0.01%
400
517
$10.8K ﹤0.01%
103
-100
518
$10.8K ﹤0.01%
+1,500
519
$10.6K ﹤0.01%
300
520
$10.6K ﹤0.01%
600
521
$10.5K ﹤0.01%
150
522
$10.3K ﹤0.01%
+315
523
$10.1K ﹤0.01%
600
524
$10K ﹤0.01%
155
525
$10K ﹤0.01%
415
19 20
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