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
301
$162K 0.05%
2,960
302
$161K 0.05%
2,752
+400
303
$161K 0.05%
1,215
+67
304
$160K 0.05%
1,592
305
$159K 0.05%
5,660
-3,910
306
$158K 0.05%
2,072
+1
307
$157K 0.04%
2,258
+102
308
$156K 0.04%
1,100
-300
309
$156K 0.04%
3,272
310
$151K 0.04%
900
311
$151K 0.04%
7,371
-2,600
312
$149K 0.04%
8,215
+4
313
$147K 0.04%
6,190
+951
314
$147K 0.04%
2,570
-30
315
$145K 0.04%
5,700
316
$144K 0.04%
1,548
+773
317
$143K 0.04%
3,891
+256
318
$142K 0.04%
10,780
+530
319
$141K 0.04%
895
-25
320
$139K 0.04%
1,930
-100
321
$138K 0.04%
1,337
322
$137K 0.04%
4,320
-6,332
323
$137K 0.04%
3,627
+1,650
324
$134K 0.04%
1,405
-100
325
$134K 0.04%
2,475
11 12
13
14 15