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
26
$2.89M 0.82%
44,083
+1,598
27
$2.65M 0.75%
23,945
-3,048
28
$2.64M 0.75%
51,080
-89,500
29
$2.63M 0.75%
6,964
30
$2.59M 0.74%
26,583
+95
31
$2.58M 0.73%
36,114
+1,082
32
$2.53M 0.72%
12,385
-9,845
33
$2.53M 0.72%
10,142
+141
34
$2.42M 0.69%
151,674
-38,826
35
$2.42M 0.69%
33,129
-5,031
36
$2.38M 0.68%
44,829
+388
37
$2.35M 0.67%
31,260
-76,660
38
$2.31M 0.66%
16,738
-140
39
$2.3M 0.65%
25,006
-908
40
$2.28M 0.65%
109,956
+16,200
41
$2.27M 0.65%
10,016
-49
42
$2.25M 0.64%
15,038
+406
43
$2.24M 0.64%
16,995
-700
44
$2.23M 0.64%
24,527
+615
45
$2.21M 0.63%
32,296
-739
46
$2.15M 0.61%
49,549
-2,516
47
$2.12M 0.6%
48,355
-2,628
48
$1.95M 0.56%
43,241
-3,523
49
$1.95M 0.55%
57,161
-6,126
50
$1.91M 0.55%
17,603
+628
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2
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