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
376
$78.7K 0.02%
2,348
377
$78.5K 0.02%
603
378
$77.8K 0.02%
2,747
+2,600
379
$77.1K 0.02%
780
380
$75.3K 0.02%
2,296
-100
381
$74.5K 0.02%
1,860
382
$74.2K 0.02%
655
383
$72.1K 0.02%
2,152
-940
384
$71.9K 0.02%
4,593
+3,900
385
$70.8K 0.02%
1,500
-1,600
386
$69.9K 0.02%
27,308
-4,000
387
$69.7K 0.02%
640
388
$69.5K 0.02%
919
+205
389
$69.5K 0.02%
2,340
390
$68.3K 0.02%
1,241
391
$68.1K 0.02%
1,035
-80
392
$68K 0.02%
5,200
-2,000
393
$68K 0.02%
3,391
394
$67.4K 0.02%
1,711
-445
395
$67.4K 0.02%
2,389
+700
396
$67.4K 0.02%
737
+200
397
$67.3K 0.02%
1,000
398
$66.7K 0.02%
1,000
399
$65.6K 0.02%
890
400
$65.1K 0.02%
2,903
14 15
16
17 18