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
251
$417K 0.05%
6,482
-126
252
$407K 0.05%
1,595
-80
253
$406K 0.05%
24,453
-240
254
$404K 0.05%
9,252
+245
255
$404K 0.05%
5,321
+7
256
$395K 0.05%
611
-25
257
$392K 0.05%
7,915
+740
258
$392K 0.05%
22,910
-2,310
259
$392K 0.05%
4,171
-110
260
$390K 0.05%
7,753
+7,253
261
$385K 0.05%
3,021
+248
262
$379K 0.05%
6,018
-349
263
$378K 0.05%
3,554
-332
264
$375K 0.05%
8,908
-209
265
$373K 0.05%
10,113
+5,113
266
$364K 0.05%
3,519
267
$359K 0.05%
4,967
+211
268
$358K 0.05%
13,350
269
$358K 0.05%
3,327
+1
270
$356K 0.05%
2,035
271
$356K 0.05%
1,561
+26
272
$354K 0.05%
3,998
+2,011
273
$351K 0.05%
3,308
+438
274
$351K 0.05%
6,551
+139
275
$343K 0.04%
161,250
-1,250
9 10
11
12 13