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
176
$318K 0.12%
30,000
177
$317K 0.12%
15,250
178
$315K 0.12%
9,560
+305
179
$305K 0.12%
5,567
+4,100
180
$302K 0.12%
+20,072
181
$291K 0.11%
2,303
+211
182
$290K 0.11%
5,511
183
$288K 0.11%
6,416
184
$283K 0.11%
4,600
185
$281K 0.11%
6,923
+1
186
$277K 0.11%
3,700
187
$271K 0.1%
20,600
+14,652
188
$268K 0.1%
15,200
-6,500
189
$266K 0.1%
6,025
-400
190
$265K 0.1%
2,663
191
$264K 0.1%
7,202
-110
192
$264K 0.1%
19,933
-688
193
$262K 0.1%
10,881
194
$256K 0.1%
4,302
-514
195
$255K 0.1%
6,930
-925
196
$252K 0.1%
1,450
+580
197
$245K 0.09%
25,527
+35
198
$242K 0.09%
7,974
+6,645
199
$241K 0.09%
1,634
200
$238K 0.09%
5,115
-90
6 7
8
9 10