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
451
$44.3K 0.01%
886
452
$44.1K 0.01%
1,958
-200
453
$43.9K 0.01%
1,150
454
$43.9K 0.01%
7,507
455
$43.8K 0.01%
1,929
456
$43.8K 0.01%
914
457
$43.6K 0.01%
849
458
$43.1K 0.01%
397
459
$43K 0.01%
1,500
460
$42.9K 0.01%
2,726
+7
461
$42.4K 0.01%
810
-1,326
462
$42.3K 0.01%
225
463
$41.9K 0.01%
1,707
464
$41.6K 0.01%
1,033
465
$41.1K 0.01%
325
466
$40K 0.01%
1,876
467
$39.5K 0.01%
1,992
468
$39.3K 0.01%
2,550
-50
469
$39.3K 0.01%
586
470
$39.3K 0.01%
378
-385
471
$39.2K 0.01%
1,456
+183
472
$39.1K 0.01%
1,000
473
$38.4K 0.01%
346
474
$38.2K 0.01%
1,740
475
$38.1K 0.01%
950
-150
17 18
19
20 21