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
201
$237K 0.09%
17,100
202
$232K 0.09%
4,495
+200
203
$230K 0.09%
8,299
+3
204
$228K 0.09%
3,540
205
$228K 0.09%
3,033
206
$227K 0.09%
2,480
+165
207
$227K 0.09%
9,777
+6
208
$226K 0.09%
1,836
209
$226K 0.09%
10,962
210
$225K 0.09%
8,000
211
$224K 0.09%
3,240
212
$223K 0.09%
3,316
213
$219K 0.08%
2,370
+165
214
$218K 0.08%
7,099
-499
215
$218K 0.08%
6,790
-325
216
$216K 0.08%
1,395
-100
217
$210K 0.08%
2,658
-3,030
218
$209K 0.08%
3,262
+30
219
$204K 0.08%
1,668
+60
220
$198K 0.08%
1,450
+1,200
221
$198K 0.08%
3,310
222
$197K 0.08%
2,220
-135
223
$194K 0.08%
8,165
-68
224
$192K 0.07%
8,000
+2,925
225
$192K 0.07%
1,624
-145
7 8
9
10 11