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
526
$9.46K ﹤0.01%
200
527
$9.41K ﹤0.01%
400
528
$9.19K ﹤0.01%
400
529
$9.06K ﹤0.01%
100
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530
$9.06K ﹤0.01%
+405
531
$8.95K ﹤0.01%
1,058
532
$8.89K ﹤0.01%
+700
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375
535
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175
541
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525
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1,500
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400
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250
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$7.54K ﹤0.01%
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549
$7.53K ﹤0.01%
76
550
$7.46K ﹤0.01%
300