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
301
$260K 0.03%
8,824
+752
302
$257K 0.03%
8,630
-25
303
$257K 0.03%
2,325
-400
304
$257K 0.03%
15,000
-200
305
$256K 0.03%
4,974
-33
306
$256K 0.03%
5,420
+4,670
307
$254K 0.03%
6,487
+1
308
$245K 0.03%
3,279
309
$243K 0.03%
1,718
+200
310
$238K 0.03%
1,978
-200
311
$237K 0.03%
14,375
312
$236K 0.03%
2,254
313
$234K 0.03%
1,948
-2,796
314
$233K 0.03%
3,680
+3,180
315
$232K 0.03%
3,470
+1,200
316
$230K 0.03%
10,843
-1,830
317
$228K 0.03%
1,675
-50
318
$225K 0.03%
6,929
+1,024
319
$225K 0.03%
2,540
320
$224K 0.03%
1,051
+11
321
$222K 0.03%
978
322
$221K 0.03%
3,349
+174
323
$219K 0.03%
7,075
324
$219K 0.03%
6,367
+25
325
$219K 0.03%
5,961
11 12
13
14 15