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
601
$3.45K ﹤0.01%
243
-957
602
$3.37K ﹤0.01%
40
603
$3.27K ﹤0.01%
113
604
$3.2K ﹤0.01%
126
605
$3.2K ﹤0.01%
100
606
$3.15K ﹤0.01%
100
607
$3.14K ﹤0.01%
30
608
$3.13K ﹤0.01%
100
609
$3.08K ﹤0.01%
104
+1
610
$3.03K ﹤0.01%
60
611
$2.8K ﹤0.01%
103
+1
612
$2.79K ﹤0.01%
30
613
$2.76K ﹤0.01%
50
-50
614
$2.74K ﹤0.01%
13
615
$2.7K ﹤0.01%
250
616
$2.68K ﹤0.01%
50
617
$2.58K ﹤0.01%
35
618
$2.54K ﹤0.01%
100
619
$2.5K ﹤0.01%
624
-672
620
$2.47K ﹤0.01%
+100
621
$2.47K ﹤0.01%
+105
622
$2.45K ﹤0.01%
100
623
$2.41K ﹤0.01%
90
624
$2.4K ﹤0.01%
226
625
$2.3K ﹤0.01%
160
23 24
25
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