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
126
$465K 0.18%
16,840
-1,458
127
$457K 0.18%
3,609
-85
128
$455K 0.18%
5,855
-2,550
129
$454K 0.18%
7,047
130
$452K 0.18%
3,530
-275
131
$451K 0.18%
8,455
+3,105
132
$440K 0.17%
27,818
-939
133
$439K 0.17%
3,263
+745
134
$438K 0.17%
14,310
-290
135
$437K 0.17%
7,388
136
$436K 0.17%
9,233
+60
137
$428K 0.17%
11,381
-50
138
$427K 0.17%
2,645
-90
139
$424K 0.16%
3,634
-105
140
$422K 0.16%
3,770
141
$422K 0.16%
2,765
142
$418K 0.16%
7,028
143
$413K 0.16%
13,769
-258
144
$411K 0.16%
8,305
-1,055
145
$408K 0.16%
7,056
146
$408K 0.16%
17,951
147
$404K 0.16%
7,500
+300
148
$401K 0.16%
3,200
-100
149
$388K 0.15%
9,716
-1,730
150
$387K 0.15%
3,170
4 5
6
7 8