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
101
$639K 0.25%
2,952
+48
102
$636K 0.25%
8,350
-730
103
$635K 0.25%
5,349
-33
104
$628K 0.24%
11,883
-400
105
$621K 0.24%
15,465
+255
106
$605K 0.23%
14,016
+7,490
107
$600K 0.23%
10,300
108
$598K 0.23%
12,540
+45
109
$593K 0.23%
7,335
+160
110
$591K 0.23%
9,255
-4,355
111
$591K 0.23%
11,515
-200
112
$577K 0.22%
19,600
-2,055
113
$549K 0.21%
32,912
+612
114
$545K 0.21%
7,765
115
$541K 0.21%
5,320
116
$530K 0.21%
4,487
+384
117
$526K 0.2%
17,700
118
$511K 0.2%
32,469
119
$511K 0.2%
12,720
-1,180
120
$509K 0.2%
7,331
-2,361
121
$508K 0.2%
8,900
-150
122
$501K 0.19%
6,218
-106
123
$488K 0.19%
8,219
-185
124
$487K 0.19%
14,086
-2,666
125
$482K 0.19%
+16,015
3 4
5
6 7