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
276
$189K 0.05%
8,134
+35
277
$188K 0.05%
11,271
+1,051
278
$187K 0.05%
7,920
-1,900
279
$187K 0.05%
2,481
280
$184K 0.05%
7,871
-71
281
$184K 0.05%
4,415
-115
282
$182K 0.05%
900
283
$182K 0.05%
1,684
+444
284
$181K 0.05%
8,085
-73
285
$181K 0.05%
+6,663
286
$181K 0.05%
2,000
287
$180K 0.05%
6,335
+4,351
288
$178K 0.05%
2,395
+300
289
$176K 0.05%
4,512
-300
290
$174K 0.05%
6,690
291
$173K 0.05%
1,405
-150
292
$171K 0.05%
1,251
+85
293
$171K 0.05%
2,866
294
$170K 0.05%
10,375
-4,980
295
$168K 0.05%
6,750
296
$166K 0.05%
4,351
+1,267
297
$166K 0.05%
11,593
-500
298
$166K 0.05%
2,226
-149
299
$165K 0.05%
3,709
+166
300
$165K 0.05%
8,422
+252
10 11
12
13 14