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
326
$217K 0.03%
8,136
-446
327
$215K 0.03%
3,344
+571
328
$215K 0.03%
3,080
329
$215K 0.03%
+7,514
330
$214K 0.03%
1,220
331
$211K 0.03%
3,650
+500
332
$210K 0.03%
2,615
333
$208K 0.03%
2,200
-300
334
$208K 0.03%
1,394
335
$207K 0.03%
3,000
+2,044
336
$206K 0.03%
1,895
+990
337
$203K 0.03%
3,454
338
$198K 0.03%
1,835
339
$197K 0.03%
4,475
-100
340
$196K 0.03%
3,775
-50
341
$195K 0.03%
2,247
+1
342
$194K 0.03%
1,199
-20
343
$193K 0.03%
1,151
+2
344
$192K 0.03%
1,175
-200
345
$192K 0.03%
4,500
346
$191K 0.02%
3,055
347
$189K 0.02%
2,532
348
$189K 0.02%
6,900
349
$188K 0.02%
2,200
350
$187K 0.02%
817
+77
12 13
14
15 16