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
$377M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Sector Composition

1 Financials 13.87%
2 Healthcare 12.59%
3 Industrials 10.42%
4 Technology 10.06%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$11K ﹤0.01%
172
+22
627
$10.9K ﹤0.01%
300
628
$10.8K ﹤0.01%
+17
629
$10.7K ﹤0.01%
105
630
$10.7K ﹤0.01%
130
631
$10.3K ﹤0.01%
+219
632
$10.3K ﹤0.01%
600
633
$10.3K ﹤0.01%
+75
634
$10.1K ﹤0.01%
2,780
635
$10.1K ﹤0.01%
155
636
$10.1K ﹤0.01%
500
637
$9.97K ﹤0.01%
180
638
$9.92K ﹤0.01%
1,058
639
$9.77K ﹤0.01%
125
640
$9.76K ﹤0.01%
100
641
$9.68K ﹤0.01%
+2,000
642
$9.65K ﹤0.01%
+47
643
$9.48K ﹤0.01%
+204
644
$9.45K ﹤0.01%
184
645
$9.41K ﹤0.01%
100
646
$9.26K ﹤0.01%
180
647
$9.22K ﹤0.01%
400
648
$9.14K ﹤0.01%
375
649
$9.04K ﹤0.01%
352
650
$8.99K ﹤0.01%
+63