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
526
$29.9K 0.01%
2,000
527
$29.9K 0.01%
725
528
$29.8K 0.01%
1,250
529
$29.1K 0.01%
553
+41
530
$29.1K 0.01%
1,394
531
$28.9K 0.01%
2,303
-497
532
$28.1K 0.01%
5,041
+677
533
$27.9K 0.01%
205
534
$27.7K 0.01%
+1,500
535
$27.4K 0.01%
+463
536
$27.2K 0.01%
225
537
$27K 0.01%
7,208
538
$26.7K 0.01%
133
539
$26.4K 0.01%
850
540
$26.2K 0.01%
703
+200
541
$26K 0.01%
441
+3
542
$25.6K 0.01%
200
543
$25.5K 0.01%
400
+200
544
$25.4K 0.01%
+200
545
$25.2K 0.01%
+1,000
546
$25.1K 0.01%
448
547
$25.1K 0.01%
656
-176
548
$25K 0.01%
376
549
$24.9K 0.01%
6,000
550
$24.9K 0.01%
1,200