AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$6.52M
2
+$1.11M
3
+$860K
4
XOM icon
Exxon Mobil
XOM
+$614K
5
ET icon
Energy Transfer Partners
ET
+$433K

Top Sells

1
+$6.37M
2
+$4.79M
3
+$3.9M
4
MSFT icon
Microsoft
MSFT
+$3.36M
5
AAPL icon
Apple
AAPL
+$2.53M

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
$78.5K 0.02%
603
377
$77.8K 0.02%
2,747
+2,600
378
$77.1K 0.02%
780
379
$75.3K 0.02%
2,296
-100
380
$74.5K 0.02%
1,860
381
$74.2K 0.02%
655
382
$72.1K 0.02%
2,152
-940
383
$71.9K 0.02%
4,593
+3,900
384
$70.8K 0.02%
1,500
-1,600
385
$69.9K 0.02%
27,308
-4,000
386
$69.7K 0.02%
640
387
$69.5K 0.02%
919
+205
388
$69.5K 0.02%
2,340
389
$68.3K 0.02%
1,241
390
$68.1K 0.02%
1,035
-80
391
$68K 0.02%
5,200
-2,000
392
$68K 0.02%
3,391
393
$67.4K 0.02%
1,711
-445
394
$67.4K 0.02%
2,389
+700
395
$67.4K 0.02%
737
+200
396
$67.3K 0.02%
1,000
397
$66.7K 0.02%
1,000
398
$65.6K 0.02%
890
399
$65.1K 0.02%
2,903
400
$65K 0.02%
4,400
14 15
16
17 18