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
$377M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Sector Composition

1 Financials 13.87%
2 Healthcare 12.59%
3 Industrials 10.42%
4 Technology 10.06%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$38.4K 0.01%
1,121
502
$37.9K 0.01%
3,000
-6,400
503
$36.6K 0.01%
750
+250
504
$35.9K 0.01%
+800
505
$35.8K 0.01%
450
506
$35.3K 0.01%
340
507
$35.1K 0.01%
3,169
508
$34.9K 0.01%
+1,277
509
$34.7K 0.01%
444
510
$34.4K 0.01%
303
511
$33.9K 0.01%
+586
512
$33.8K 0.01%
800
513
$33.6K 0.01%
1,800
514
$33.2K 0.01%
459
+209
515
$32.9K 0.01%
225
516
$31.9K 0.01%
290
517
$31.6K 0.01%
1,975
+290
518
$31.3K 0.01%
857
+1
519
$31.3K 0.01%
+705
520
$31.1K 0.01%
600
521
$30.8K 0.01%
207
522
$30.5K 0.01%
800
523
$30.5K 0.01%
1,000
524
$30.3K 0.01%
300
525
$30.1K 0.01%
850
+500