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
251
$223K 0.06%
1,657
252
$222K 0.06%
1,380
-1,095
253
$221K 0.06%
3,198
254
$221K 0.06%
28,875
255
$221K 0.06%
1,958
+1
256
$218K 0.06%
11,108
-2,077
257
$217K 0.06%
3,063
-30
258
$217K 0.06%
7,800
+400
259
$215K 0.06%
4,200
260
$213K 0.06%
2,760
+1,490
261
$213K 0.06%
8,985
+35
262
$212K 0.06%
2,160
+93
263
$210K 0.06%
5,596
-3,663
264
$207K 0.06%
25,016
+1,064
265
$205K 0.06%
1,302
266
$203K 0.06%
5,465
267
$202K 0.06%
3,225
+150
268
$202K 0.06%
2,413
-640
269
$199K 0.06%
8,071
+35
270
$198K 0.06%
5,924
271
$194K 0.06%
1,200
272
$193K 0.06%
5,265
-4,325
273
$191K 0.05%
2,667
-1,000
274
$191K 0.05%
1,598
+77
275
$190K 0.05%
1,425
-2,020
9 10
11
12 13