AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
451
$77.1K 0.01%
733
+31
452
$76.9K 0.01%
1,319
+1
453
$76.4K 0.01%
1,925
454
$76K 0.01%
1,963
+2
455
$74.8K 0.01%
50
456
$74.6K 0.01%
655
+95
457
$74.4K 0.01%
665
458
$73.7K 0.01%
1,250
459
$73.4K 0.01%
1,245
+450
460
$73.3K 0.01%
1,482
+7
461
$72.9K 0.01%
438
462
$72.9K 0.01%
1,500
463
$72.9K 0.01%
142
-941
464
$72.8K 0.01%
500
465
$72.5K 0.01%
469
+8
466
$71.9K 0.01%
1,110
467
$71.7K 0.01%
164
+20
468
$71.6K 0.01%
445
+52
469
$70.1K 0.01%
2,542
470
$70K 0.01%
544
471
$69.4K 0.01%
736
+5
472
$68.4K 0.01%
1,000
+443
473
$65.8K 0.01%
855
474
$65.8K 0.01%
455
-30
475
$65.4K 0.01%
10,593
-1,988
17 18
19
20 21