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
601
$3.71K ﹤0.01%
500
602
$3.69K ﹤0.01%
109
603
$3.65K ﹤0.01%
+150
604
$3.58K ﹤0.01%
100
605
$3.52K ﹤0.01%
+114
606
$3.48K ﹤0.01%
100
607
$3.46K ﹤0.01%
+100
608
$3.34K ﹤0.01%
624
609
$3.34K ﹤0.01%
200
-50
610
$3.33K ﹤0.01%
100
611
$3.27K ﹤0.01%
30
612
$3.23K ﹤0.01%
105
+1
613
$3.19K ﹤0.01%
40
614
$3.13K ﹤0.01%
68
-83
615
$3.02K ﹤0.01%
60
616
$2.88K ﹤0.01%
30
617
$2.83K ﹤0.01%
103
618
$2.83K ﹤0.01%
50
619
$2.83K ﹤0.01%
13
620
$2.77K ﹤0.01%
100
621
$2.67K ﹤0.01%
105
622
$2.66K ﹤0.01%
50
623
$2.59K ﹤0.01%
100
624
$2.57K ﹤0.01%
100
625
$2.56K ﹤0.01%
90
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