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
551
$7.74K ﹤0.01%
100
552
$7.7K ﹤0.01%
750
553
$7.45K ﹤0.01%
100
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1,271
557
$6.91K ﹤0.01%
+422
558
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44
+1
560
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561
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1,500
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566
$6.18K ﹤0.01%
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1,450
568
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280
569
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+375
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572
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250
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$5.42K ﹤0.01%
508
-500
574
$5.33K ﹤0.01%
100
575
$5.32K ﹤0.01%
55