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
651
$137 ﹤0.01%
6
652
$70 ﹤0.01%
4
653
$67 ﹤0.01%
6
654
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655
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656
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-3,066
657
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658
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661
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662
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663
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664
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665
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666
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667
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-2
668
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-3,950
669
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670
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671
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672
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674
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-100
675
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-284
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