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
426
$54.8K 0.02%
1,200
427
$54.3K 0.02%
4,183
-850
428
$53.3K 0.02%
1,160
-415
429
$53K 0.02%
2,100
430
$52.7K 0.02%
2,050
+200
431
$52.4K 0.01%
1,400
+9
432
$51.3K 0.01%
959
433
$51K 0.01%
3,360
434
$51K 0.01%
2,270
-215
435
$48.8K 0.01%
493
436
$48.6K 0.01%
928
-618
437
$48.3K 0.01%
667
438
$48K 0.01%
692
439
$47.8K 0.01%
588
-6
440
$47K 0.01%
320
441
$47K 0.01%
+3,900
442
$46.6K 0.01%
1,700
-1,500
443
$46.4K 0.01%
445
-12,895
444
$46.2K 0.01%
1,123
+118
445
$46K 0.01%
440
446
$45.3K 0.01%
3,506
-131
447
$45.2K 0.01%
300
-300
448
$45K 0.01%
+800
449
$45K 0.01%
846
-34
450
$45K 0.01%
607
16 17
18
19 20