AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
651
$244 ﹤0.01%
16
652
$201 ﹤0.01%
13
653
$175 ﹤0.01%
8
654
$168 ﹤0.01%
29
-59
655
$139 ﹤0.01%
8
656
$137 ﹤0.01%
6
657
$70 ﹤0.01%
4
658
$67 ﹤0.01%
6
659
– –
-243
660
– –
-800
661
– –
-100
662
– –
-252
663
– –
-243
664
– –
-3,066
665
– –
-300
666
– –
-37
667
– –
-300
668
– –
-217
669
– –
-200
670
– –
-53
671
– –
-35
672
– –
-1,200
673
– –
-2
674
– –
-3,950
675
– –
-1,135
24 25 26
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