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
76
$1M 0.39%
21,117
-510
77
$957K 0.37%
12,846
-500
78
$943K 0.37%
19,812
-249
79
$931K 0.36%
24,682
-218
80
$907K 0.35%
29,664
-1,188
81
$893K 0.35%
13,040
-200
82
$892K 0.35%
83,367
83
$824K 0.32%
18,946
-176
84
$806K 0.31%
4,833
+160
85
$796K 0.31%
8,884
+100
86
$794K 0.31%
42,525
-1,200
87
$793K 0.31%
7,820
88
$785K 0.3%
6,118
+1,385
89
$782K 0.3%
11,390
+2,350
90
$779K 0.3%
18,600
+640
91
$771K 0.3%
10,384
+294
92
$747K 0.29%
10,558
93
$725K 0.28%
18,997
+800
94
$715K 0.28%
8,373
-565
95
$708K 0.27%
4,745
-95
96
$701K 0.27%
5,760
97
$679K 0.26%
3,840
-320
98
$653K 0.25%
98,250
-108,500
99
$653K 0.25%
12,104
+200
100
$643K 0.25%
16,250
2 3
4
5 6