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
576
$5.06K ﹤0.01%
150
-100
577
$4.93K ﹤0.01%
117
-1,600
578
$4.89K ﹤0.01%
1,000
579
$4.78K ﹤0.01%
170
580
$4.67K ﹤0.01%
500
581
$4.55K ﹤0.01%
25
582
$4.47K ﹤0.01%
72
583
$4.29K ﹤0.01%
500
584
$4.29K ﹤0.01%
1,000
-200
585
$4.21K ﹤0.01%
300
586
$4.13K ﹤0.01%
700
587
$4.09K ﹤0.01%
67
588
$4.06K ﹤0.01%
50
-230
589
$4.01K ﹤0.01%
500
590
$3.93K ﹤0.01%
200
591
$3.92K ﹤0.01%
300
592
$3.92K ﹤0.01%
700
593
$3.89K ﹤0.01%
72
594
$3.88K ﹤0.01%
126
595
$3.79K ﹤0.01%
100
596
$3.78K ﹤0.01%
+250
597
$3.71K ﹤0.01%
500
598
$3.69K ﹤0.01%
109
599
$3.65K ﹤0.01%
+150
600
$3.58K ﹤0.01%
100
22 23
24
25 26