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
576
$5.08K ﹤0.01%
170
577
$5.07K ﹤0.01%
200
-6,875
578
$5.06K ﹤0.01%
243
579
$5.01K ﹤0.01%
80
580
$5.01K ﹤0.01%
100
-175
581
$4.95K ﹤0.01%
100
582
$4.9K ﹤0.01%
+100
583
$4.73K ﹤0.01%
300
584
$4.7K ﹤0.01%
1,000
585
$4.66K ﹤0.01%
65
586
$4.6K ﹤0.01%
300
587
$4.59K ﹤0.01%
55
588
$4.5K ﹤0.01%
200
589
$4.43K ﹤0.01%
67
590
$4.28K ﹤0.01%
700
591
$4.18K ﹤0.01%
72
592
$4.13K ﹤0.01%
25
593
$4.1K ﹤0.01%
300
594
$4.09K ﹤0.01%
72
595
$4.08K ﹤0.01%
53
596
$3.99K ﹤0.01%
500
597
$3.96K ﹤0.01%
100
598
$3.83K ﹤0.01%
500
599
$3.67K ﹤0.01%
109
600
$3.58K ﹤0.01%
500
22 23
24
25 26