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
626
$1.81K ﹤0.01%
160
627
$1.8K ﹤0.01%
30
628
$1.67K ﹤0.01%
55
629
$1.6K ﹤0.01%
2
630
$1.59K ﹤0.01%
50
631
$1.58K ﹤0.01%
40
632
$1.53K ﹤0.01%
60
-450
633
$1.52K ﹤0.01%
100
634
$1.43K ﹤0.01%
20
635
$1.36K ﹤0.01%
55
636
$1.07K ﹤0.01%
24
-414
637
$1.03K ﹤0.01%
100
638
$710 ﹤0.01%
239
-9
639
$702 ﹤0.01%
10
640
$575 ﹤0.01%
14
641
$563 ﹤0.01%
21
642
$512 ﹤0.01%
22
643
$508 ﹤0.01%
31
644
$394 ﹤0.01%
+26
645
$287 ﹤0.01%
10
646
$244 ﹤0.01%
16
647
$201 ﹤0.01%
13
648
$175 ﹤0.01%
8
649
$168 ﹤0.01%
29
-59
650
$139 ﹤0.01%
8
24 25
26
27 28