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
551
$7.36K ﹤0.01%
600
552
$7.27K ﹤0.01%
+50
553
$7.2K ﹤0.01%
100
554
$7.09K ﹤0.01%
1,450
-600
555
$6.97K ﹤0.01%
514
556
$6.94K ﹤0.01%
408
-5,379
557
$6.91K ﹤0.01%
250
558
$6.77K ﹤0.01%
1,271
559
$6.71K ﹤0.01%
+100
560
$6.67K ﹤0.01%
750
561
$6.51K ﹤0.01%
130
562
$6.42K ﹤0.01%
500
563
$6.16K ﹤0.01%
142
-24
564
$6.02K ﹤0.01%
1,200
565
$5.93K ﹤0.01%
+76
566
$5.85K ﹤0.01%
+43
567
$5.81K ﹤0.01%
129
568
$5.75K ﹤0.01%
280
569
$5.67K ﹤0.01%
150
570
$5.55K ﹤0.01%
147
571
$5.39K ﹤0.01%
100
572
$5.37K ﹤0.01%
85
573
$5.22K ﹤0.01%
+217
574
$5.14K ﹤0.01%
+151
575
$5.09K ﹤0.01%
700
21 22
23
24 25