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
626
$2.04K ﹤0.01%
50
627
$2.03K ﹤0.01%
2
628
$2K ﹤0.01%
50
629
$1.99K ﹤0.01%
55
630
$1.89K ﹤0.01%
+52
631
$1.79K ﹤0.01%
500
632
$1.76K ﹤0.01%
94
633
$1.72K ﹤0.01%
55
634
$1.68K ﹤0.01%
30
-50
635
$1.54K ﹤0.01%
40
-100
636
$1.38K ﹤0.01%
100
637
$1.25K ﹤0.01%
+55
638
$1.2K ﹤0.01%
20
639
$1.16K ﹤0.01%
100
640
$1.02K ﹤0.01%
746
-692
641
$738 ﹤0.01%
248
-8
642
$594 ﹤0.01%
10
643
$592 ﹤0.01%
31
644
$545 ﹤0.01%
14
645
$527 ﹤0.01%
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646
$501 ﹤0.01%
88
647
$458 ﹤0.01%
+37
648
$456 ﹤0.01%
16
649
$379 ﹤0.01%
21
-92
650
$209 ﹤0.01%
13
24 25
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27 28