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
426
$100K 0.01%
2,998
427
$98.9K 0.01%
484
+312
428
$96.9K 0.01%
2,400
-326
429
$95.4K 0.01%
2,406
+406
430
$95.1K 0.01%
75
431
$94.3K 0.01%
5,031
+1,100
432
$94.1K 0.01%
1,977
-80
433
$93.5K 0.01%
846
-1,734
434
$89.9K 0.01%
1,306
+181
435
$86.5K 0.01%
23,000
436
$86.3K 0.01%
8,000
437
$85.3K 0.01%
1,623
-75
438
$84.3K 0.01%
2,669
+1,500
439
$83.9K 0.01%
1,760
+302
440
$83.6K 0.01%
3,430
441
$83.1K 0.01%
75
442
$82.7K 0.01%
1,120
-420
443
$82.5K 0.01%
3,334
444
$81.5K 0.01%
10,000
445
$81.2K 0.01%
706
+606
446
$80.6K 0.01%
1,260
+289
447
$80.3K 0.01%
5,711
448
$78.7K 0.01%
1,137
449
$78.6K 0.01%
+3,000
450
$77.6K 0.01%
1,586
16 17
18
19 20