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
401
$65K 0.02%
4,400
402
$63.9K 0.02%
1,238
-1,238
403
$63.6K 0.02%
2,278
-398
404
$63.4K 0.02%
2,035
-150
405
$62.8K 0.02%
5,532
406
$62.6K 0.02%
478
407
$62.4K 0.02%
650
408
$61.1K 0.02%
1,100
409
$61K 0.02%
713
410
$60.9K 0.02%
6,722
+1,057
411
$60.8K 0.02%
2,300
-200
412
$60.8K 0.02%
5,600
413
$60K 0.02%
800
414
$58.6K 0.02%
972
415
$58.6K 0.02%
3,100
416
$57.6K 0.02%
6,050
-700
417
$57.5K 0.02%
785
-150
418
$57.3K 0.02%
1,800
419
$57.3K 0.02%
538
-15,827
420
$56.8K 0.02%
1,000
421
$56.6K 0.02%
225
422
$56.2K 0.02%
1,219
423
$56K 0.02%
4,008
+758
424
$55.9K 0.02%
3,937
+1,906
425
$55.4K 0.02%
1,057
15 16
17
18 19