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
401
$125K 0.02%
1,106
402
$123K 0.02%
696
+507
403
$123K 0.02%
2,917
404
$120K 0.02%
6,161
-100
405
$119K 0.02%
4,627
406
$119K 0.02%
937
-2,159
407
$117K 0.02%
3,020
+2,567
408
$114K 0.01%
1,907
-1,000
409
$113K 0.01%
3,300
+400
410
$113K 0.01%
1,237
411
$111K 0.01%
5,532
412
$110K 0.01%
10,130
-1,058
413
$110K 0.01%
2,250
414
$110K 0.01%
2,100
-50
415
$109K 0.01%
550
416
$109K 0.01%
1,400
417
$109K 0.01%
589
418
$108K 0.01%
1,902
+3
419
$107K 0.01%
1,050
420
$106K 0.01%
389
421
$106K 0.01%
3,200
422
$104K 0.01%
520
+500
423
$104K 0.01%
4,330
424
$102K 0.01%
3,375
425
$102K 0.01%
303
+149
15 16
17
18 19