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
576
$5.26K ﹤0.01%
119
-1,872
577
$5.26K ﹤0.01%
85
578
$5.08K ﹤0.01%
147
579
$5.06K ﹤0.01%
80
580
$5.06K ﹤0.01%
150
-100
581
$4.93K ﹤0.01%
117
-1,600
582
$4.89K ﹤0.01%
1,000
583
$4.78K ﹤0.01%
170
584
$4.67K ﹤0.01%
500
585
$4.55K ﹤0.01%
25
586
$4.47K ﹤0.01%
72
587
$4.29K ﹤0.01%
500
588
$4.29K ﹤0.01%
1,000
-200
589
$4.21K ﹤0.01%
300
590
$4.13K ﹤0.01%
700
591
$4.09K ﹤0.01%
67
592
$4.06K ﹤0.01%
50
-230
593
$4.01K ﹤0.01%
500
594
$3.93K ﹤0.01%
200
595
$3.92K ﹤0.01%
300
596
$3.92K ﹤0.01%
700
597
$3.89K ﹤0.01%
72
598
$3.88K ﹤0.01%
126
599
$3.79K ﹤0.01%
100
600
$3.78K ﹤0.01%
+250
22 23
24
25 26