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
626
$2.32K ﹤0.01%
226
627
$2.1K ﹤0.01%
62
+10
628
$2.08K ﹤0.01%
50
629
$1.83K ﹤0.01%
55
630
$1.81K ﹤0.01%
160
631
$1.8K ﹤0.01%
30
632
$1.67K ﹤0.01%
55
633
$1.6K ﹤0.01%
2
634
$1.59K ﹤0.01%
50
635
$1.58K ﹤0.01%
40
636
$1.53K ﹤0.01%
60
-450
637
$1.52K ﹤0.01%
100
638
$1.43K ﹤0.01%
20
639
$1.36K ﹤0.01%
55
640
$1.12K ﹤0.01%
720
-26
641
$1.07K ﹤0.01%
24
-414
642
$1.03K ﹤0.01%
100
643
$710 ﹤0.01%
239
-9
644
$702 ﹤0.01%
10
645
$575 ﹤0.01%
14
646
$563 ﹤0.01%
21
647
$512 ﹤0.01%
22
648
$508 ﹤0.01%
31
649
$394 ﹤0.01%
+26
650
$287 ﹤0.01%
10
24 25
26
27 28