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
526
$9.95K ﹤0.01%
100
-75
527
$9.92K ﹤0.01%
100
528
$9.82K ﹤0.01%
1,058
529
$9.28K ﹤0.01%
400
530
$9.28K ﹤0.01%
405
531
$9.24K ﹤0.01%
200
532
$9.22K ﹤0.01%
700
533
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184
534
$8.81K ﹤0.01%
400
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179
536
$8.78K ﹤0.01%
175
537
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375
538
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57
539
$8.71K ﹤0.01%
185
540
$8.51K ﹤0.01%
200
541
$8.3K ﹤0.01%
180
542
$8.29K ﹤0.01%
105
543
$8.2K ﹤0.01%
76
544
$8.11K ﹤0.01%
930
545
$8.05K ﹤0.01%
408
546
$7.97K ﹤0.01%
525
547
$7.74K ﹤0.01%
100
548
$7.7K ﹤0.01%
750
549
$7.45K ﹤0.01%
100
-200
550
$7.29K ﹤0.01%
514