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
601
$3.52K ﹤0.01%
+114
602
$3.48K ﹤0.01%
100
603
$3.46K ﹤0.01%
+100
604
$3.34K ﹤0.01%
1,248
605
$3.34K ﹤0.01%
200
-50
606
$3.33K ﹤0.01%
100
607
$3.27K ﹤0.01%
30
608
$3.23K ﹤0.01%
105
+1
609
$3.19K ﹤0.01%
40
610
$3.13K ﹤0.01%
68
-83
611
$3.02K ﹤0.01%
60
612
$2.88K ﹤0.01%
30
613
$2.83K ﹤0.01%
103
614
$2.83K ﹤0.01%
50
615
$2.83K ﹤0.01%
13
616
$2.77K ﹤0.01%
100
617
$2.67K ﹤0.01%
105
618
$2.66K ﹤0.01%
50
619
$2.59K ﹤0.01%
100
620
$2.57K ﹤0.01%
100
621
$2.56K ﹤0.01%
90
622
$2.32K ﹤0.01%
226
623
$2.1K ﹤0.01%
62
+10
624
$2.08K ﹤0.01%
50
625
$1.83K ﹤0.01%
55
23 24
25
26 27