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
376
$154K 0.02%
+7,040
377
$154K 0.02%
1,492
378
$152K 0.02%
1,425
379
$151K 0.02%
4,484
+146
380
$151K 0.02%
14,500
-500
381
$150K 0.02%
1,956
382
$149K 0.02%
6,725
-279
383
$148K 0.02%
4,150
+2,950
384
$146K 0.02%
5,167
+833
385
$141K 0.02%
5,566
-25
386
$141K 0.02%
1,794
387
$141K 0.02%
362
388
$139K 0.02%
3,373
-80
389
$139K 0.02%
7,325
+150
390
$138K 0.02%
2,350
391
$138K 0.02%
285
+40
392
$138K 0.02%
688
393
$137K 0.02%
1,995
394
$136K 0.02%
1,305
395
$135K 0.02%
1,867
396
$135K 0.02%
935
+2
397
$131K 0.02%
7,633
+130
398
$131K 0.02%
3,185
-549
399
$127K 0.02%
1,950
+700
400
$126K 0.02%
905
14 15
16
17 18