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
151
$387K 0.15%
20,563
152
$386K 0.15%
16,930
+500
153
$384K 0.15%
12,950
154
$383K 0.15%
3,290
+1,100
155
$380K 0.15%
1,775
-125
156
$378K 0.15%
11,890
-1,820
157
$373K 0.14%
1,555
-150
158
$367K 0.14%
2,050
159
$366K 0.14%
5,606
-278
160
$359K 0.14%
42,400
-5,500
161
$357K 0.14%
12,000
162
$356K 0.14%
2,562
+1,838
163
$356K 0.14%
10,750
164
$351K 0.14%
835
-50
165
$351K 0.14%
2,102
-130
166
$349K 0.14%
3,134
+136
167
$349K 0.14%
3,895
168
$347K 0.13%
13,751
+4
169
$344K 0.13%
11,395
170
$335K 0.13%
2,798
+120
171
$333K 0.13%
2,638
172
$333K 0.13%
4,916
-2,060
173
$325K 0.13%
3,000
174
$322K 0.12%
888
175
$322K 0.12%
4,875
-1,865
5 6
7
8 9