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
276
$342K 0.04%
3,195
277
$341K 0.04%
10,918
+375
278
$336K 0.04%
1,725
+129
279
$334K 0.04%
12,425
-1,040
280
$328K 0.04%
1,996
+1,001
281
$327K 0.04%
2,475
282
$326K 0.04%
6,663
283
$324K 0.04%
8,289
+355
284
$320K 0.04%
+7,164
285
$318K 0.04%
1,527
-67
286
$311K 0.04%
1,203
+12
287
$304K 0.04%
7,500
288
$304K 0.04%
+1,560
289
$301K 0.04%
5,455
290
$295K 0.04%
1,650
291
$287K 0.04%
5,604
-36
292
$284K 0.04%
9,700
293
$281K 0.04%
3,110
+334
294
$276K 0.04%
17,210
+36
295
$275K 0.04%
6,150
-100
296
$275K 0.04%
12,000
297
$273K 0.04%
13,419
298
$273K 0.04%
1,273
+70
299
$266K 0.03%
1,529
300
$263K 0.03%
4,925
-35
10 11
12
13 14