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
$254M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$531K
3
+$454K
4
APA icon
APA Corp
APA
+$444K
5
CAH icon
Cardinal Health
CAH
+$364K

Top Sells

1
+$431K
2
+$293K
3
+$227K
4
FI icon
Fiserv
FI
+$224K
5
AKAM icon
Akamai
AKAM
+$193K

Sector Composition

1 Healthcare 15.26%
2 Industrials 12.39%
3 Financials 12.3%
4 Technology 10.23%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$643K 0.25%
17,960
+9,900
102
$631K 0.25%
9,040
+425
103
$608K 0.24%
2,904
+490
104
$606K 0.24%
16,250
105
$590K 0.23%
21,655
106
$579K 0.23%
5,382
+75
107
$577K 0.23%
11,715
-435
108
$575K 0.23%
9,080
-2,810
109
$569K 0.22%
7,175
-165
110
$562K 0.22%
17,700
-1,000
111
$553K 0.22%
32,300
-2,500
112
$541K 0.21%
4,733
+580
113
$540K 0.21%
16,752
+74
114
$535K 0.21%
18,298
+22
115
$530K 0.21%
7,200
+850
116
$506K 0.2%
15,210
+4,500
117
$502K 0.2%
6,324
+1,142
118
$489K 0.19%
13,900
-1,660
119
$486K 0.19%
7,765
+75
120
$480K 0.19%
10,300
-400
121
$476K 0.19%
12,950
122
$474K 0.19%
5,688
-1,500
123
$474K 0.19%
6,976
-970
124
$468K 0.18%
5,320
125
$462K 0.18%
9,360
3 4
5
6 7