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
$351M
AUM Growth
-$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.01M
3
+$797K
4
XOM icon
Exxon Mobil
XOM
+$534K
5
ET icon
Energy Transfer Partners
ET
+$377K

Top Sells

1
+$5.76M
2
+$4.63M
3
+$3.91M
4
MSFT icon
Microsoft
MSFT
+$3.19M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.49M

Sector Composition

1 Financials 14.18%
2 Healthcare 13.39%
3 Technology 10.38%
4 Industrials 9.21%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$264K 0.08%
18,610
-132
227
$263K 0.08%
9,177
-2,863
228
$258K 0.07%
3,328
-96
229
$257K 0.07%
6,436
-2,920
230
$256K 0.07%
3,036
+2,568
231
$255K 0.07%
2,256
-1,172
232
$254K 0.07%
1,475
+100
233
$253K 0.07%
3,056
+50
234
$251K 0.07%
9,138
-500
235
$249K 0.07%
3,190
-35
236
$242K 0.07%
7,925
+1,256
237
$240K 0.07%
11,676
238
$239K 0.07%
2,602
+100
239
$236K 0.07%
4,150
240
$235K 0.07%
4,515
-3,103
241
$234K 0.07%
3,130
242
$231K 0.07%
6,754
243
$229K 0.07%
4,375
-1,800
244
$229K 0.07%
4,095
245
$227K 0.06%
8,300
-1,900
246
$226K 0.06%
5,286
-43
247
$225K 0.06%
4,375
-40
248
$224K 0.06%
1,409
-558
249
$224K 0.06%
2,745
-456
250
$223K 0.06%
1,258
+672
8 9
10
11 12