AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
351
$183K 0.02%
426
+135
352
$179K 0.02%
6,427
+835
353
$178K 0.02%
10,250
354
$177K 0.02%
6,025
355
$177K 0.02%
900
356
$177K 0.02%
431
357
$176K 0.02%
16,245
358
$174K 0.02%
2,770
359
$172K 0.02%
685
+200
360
$172K 0.02%
851
361
$168K 0.02%
9,268
362
$167K 0.02%
2,454
+8
363
$166K 0.02%
3,100
+2,000
364
$166K 0.02%
4,000
+1,000
365
$165K 0.02%
1,550
366
$165K 0.02%
3,113
367
$163K 0.02%
520
368
$162K 0.02%
365
-140
369
$162K 0.02%
2,000
-600
370
$160K 0.02%
1,200
371
$160K 0.02%
1,181
+77
372
$159K 0.02%
12,816
-1,739
373
$158K 0.02%
1,524
-2,450
374
$158K 0.02%
1,663
375
$155K 0.02%
1,237
13 14
15
16 17