AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
351
$94.5K 0.03%
360
352
$94.5K 0.03%
9,455
353
$94.3K 0.03%
5,085
354
$93.6K 0.03%
1,644
-250
355
$93.6K 0.03%
2,140
-727
356
$93.2K 0.03%
2,385
-565
357
$93.2K 0.03%
3,380
+300
358
$91.3K 0.03%
3,060
-200
359
$90.6K 0.03%
2,269
+1,200
360
$90.4K 0.03%
1,480
361
$88.2K 0.03%
1,979
362
$88.1K 0.03%
1,512
363
$87.9K 0.03%
725
-50
364
$87.9K 0.03%
1,440
-450
365
$87.5K 0.02%
1,345
-30
366
$87.1K 0.02%
1,816
367
$86K 0.02%
1,798
368
$85.9K 0.02%
1,750
-100
369
$84.3K 0.02%
3,150
-25,900
370
$84K 0.02%
1,010
+350
371
$82K 0.02%
2,750
372
$81.9K 0.02%
3,367
-600
373
$80.3K 0.02%
1,703
-289
374
$79.7K 0.02%
815
-180
375
$79.6K 0.02%
740
13 14
15
16 17