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
$258M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$716K
3 +$482K
4
PNR icon
Pentair
PNR
+$323K
5
VOD icon
Vodafone
VOD
+$305K

Top Sells

1 +$721K
2 +$344K
3 +$310K
4
APA icon
APA Corp
APA
+$278K
5
GILD icon
Gilead Sciences
GILD
+$240K

Sector Composition

1 Healthcare 15.02%
2 Financials 12.83%
3 Industrials 12.67%
4 Technology 10.71%
5 Consumer Staples 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$10.3K ﹤0.01%
+315
527
$10.1K ﹤0.01%
600
528
$10K ﹤0.01%
155
529
$10K ﹤0.01%
415
530
$9.95K ﹤0.01%
100
-75
531
$9.92K ﹤0.01%
100
532
$9.82K ﹤0.01%
1,058
533
$9.28K ﹤0.01%
400
534
$9.28K ﹤0.01%
405
535
$9.24K ﹤0.01%
200
536
$9.22K ﹤0.01%
700
537
$8.96K ﹤0.01%
184
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400
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179
540
$8.78K ﹤0.01%
175
541
$8.75K ﹤0.01%
375
542
$8.74K ﹤0.01%
57
543
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185
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$8.51K ﹤0.01%
200
545
$8.3K ﹤0.01%
180
546
$8.29K ﹤0.01%
105
547
$8.2K ﹤0.01%
76
548
$8.11K ﹤0.01%
930
549
$8.05K ﹤0.01%
408
550
$7.97K ﹤0.01%
525