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
1
$10.9M 4.24%
135,678
+12,580
2
$7.79M 3.02%
94,146
-335
3
$7.35M 2.85%
84,235
-83
4
$5.48M 2.12%
178,511
-3,056
5
$4.87M 1.89%
34,318
+496
6
$4.58M 1.78%
38,794
+101
7
$4.52M 1.75%
86,892
+287
8
$4.19M 1.62%
72,749
-335
9
$3.73M 1.45%
46,615
+262
10
$3.19M 1.24%
35,860
+94
11
$3.07M 1.19%
81,335
-2,254
12
$3.05M 1.18%
17,462
+30
13
$3.03M 1.17%
32,612
-185
14
$2.92M 1.13%
29,915
-645
15
$2.89M 1.12%
45,383
-296
16
$2.87M 1.11%
67,839
-205
17
$2.82M 1.1%
44,791
+248
18
$2.82M 1.09%
25,939
+543
19
$2.74M 1.06%
53,495
-187
20
$2.63M 1.02%
81,979
+299
21
$2.62M 1.02%
23,974
+915
22
$2.6M 1.01%
92,128
-176
23
$2.44M 0.94%
46,128
+2
24
$2.42M 0.94%
24,883
-1,250
25
$2.41M 0.93%
16,686
+65
1
2 3 4 5