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
551
$6.96K ﹤0.01%
100
552
$6.95K ﹤0.01%
1,271
553
$6.91K ﹤0.01%
+422
554
$6.86K ﹤0.01%
600
555
$6.69K ﹤0.01%
44
+1
556
$6.65K ﹤0.01%
300
557
$6.57K ﹤0.01%
200
558
$6.46K ﹤0.01%
1,500
559
$6.46K ﹤0.01%
130
560
$6.35K ﹤0.01%
500
561
$6.32K ﹤0.01%
129
562
$6.18K ﹤0.01%
600
563
$6.11K ﹤0.01%
1,450
564
$5.99K ﹤0.01%
280
565
$5.93K ﹤0.01%
+375
566
$5.91K ﹤0.01%
150
567
$5.78K ﹤0.01%
200
568
$5.67K ﹤0.01%
250
569
$5.42K ﹤0.01%
508
-500
570
$5.33K ﹤0.01%
100
571
$5.32K ﹤0.01%
55
572
$5.26K ﹤0.01%
119
-1,872
573
$5.26K ﹤0.01%
85
574
$5.08K ﹤0.01%
147
575
$5.06K ﹤0.01%
80
21 22
23
24 25