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
51
$1.39M 0.54%
60,205
-1,513
52
$1.39M 0.54%
22,004
-720
53
$1.38M 0.54%
9,870
-145
54
$1.36M 0.53%
133,935
-3,900
55
$1.35M 0.52%
10,233
-44
56
$1.32M 0.51%
28,619
-1,655
57
$1.31M 0.51%
24,109
-565
58
$1.3M 0.5%
8,185
+855
59
$1.29M 0.5%
4,386
60
$1.27M 0.49%
14,400
-450
61
$1.26M 0.49%
10,846
-250
62
$1.25M 0.48%
19,481
-72
63
$1.24M 0.48%
16,773
+120
64
$1.23M 0.48%
15,252
+272
65
$1.22M 0.47%
19,042
+3,330
66
$1.18M 0.46%
17,774
-249
67
$1.18M 0.46%
30,013
-2,110
68
$1.17M 0.45%
14,606
+1,500
69
$1.17M 0.45%
32,554
-620
70
$1.12M 0.43%
24,295
+15,595
71
$1.11M 0.43%
21,945
72
$1.05M 0.41%
32,721
-1,216
73
$1.02M 0.4%
25,666
-941
74
$1.01M 0.39%
9,303
-50
75
$1.01M 0.39%
74,715
-4,675
1 2
3
4 5