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
$766M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.16M
3
+$823K
4
MDT icon
Medtronic
MDT
+$792K
5
XOM icon
Exxon Mobil
XOM
+$741K

Top Sells

1
+$1.43M
2
+$1.1M
3
+$878K
4
TGT icon
Target
TGT
+$861K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$793K

Sector Composition

1 Technology 14.28%
2 Healthcare 13.68%
3 Financials 10.91%
4 Industrials 8.22%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$500K 0.07%
6,751
-100
227
$498K 0.07%
5,585
+3,148
228
$497K 0.06%
6,090
-377
229
$490K 0.06%
4,970
-90
230
$486K 0.06%
825
-20
231
$484K 0.06%
7,019
-62
232
$478K 0.06%
14,403
+402
233
$474K 0.06%
2,765
+284
234
$472K 0.06%
1,773
-400
235
$471K 0.06%
21,924
+14,400
236
$467K 0.06%
3,349
-56
237
$466K 0.06%
11,045
-558
238
$455K 0.06%
6,685
-100
239
$453K 0.06%
30,865
-1,260
240
$451K 0.06%
2,887
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241
$447K 0.06%
3,611
+2
242
$445K 0.06%
+14,637
243
$440K 0.06%
4,636
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244
$439K 0.06%
4,600
245
$432K 0.06%
8,550
-2,000
246
$428K 0.06%
3,730
247
$425K 0.06%
5,644
248
$424K 0.06%
2,355
249
$424K 0.06%
13,667
+417
250
$421K 0.06%
2,709
+895
8 9
10
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