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
201
$227K 0.09%
3,240
202
$227K 0.09%
3,232
203
$225K 0.09%
1,836
-70
204
$225K 0.09%
17,100
+1,500
205
$223K 0.09%
8,296
+302
206
$223K 0.09%
3,316
-10
207
$219K 0.09%
20,621
208
$217K 0.09%
9,255
-210
209
$216K 0.09%
3,310
210
$216K 0.09%
2,205
+30
211
$214K 0.08%
8,233
-3,226
212
$211K 0.08%
4,295
+1,590
213
$208K 0.08%
1,495
214
$206K 0.08%
3,033
215
$206K 0.08%
9,125
216
$201K 0.08%
2,645
217
$197K 0.08%
10,962
-1,260
218
$196K 0.08%
8,000
219
$193K 0.08%
2,315
+65
220
$193K 0.08%
3,800
221
$190K 0.08%
2,560
-1,049
222
$187K 0.07%
1,769
-500
223
$186K 0.07%
1,608
-132
224
$185K 0.07%
7,115
-3,380
225
$180K 0.07%
5,700
7 8
9
10 11