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
26
$7.14M 0.93%
14,003
-175
27
$6.98M 0.91%
124,739
+8,697
28
$6.97M 0.91%
54,812
+4,367
29
$6.93M 0.91%
78,551
+2,431
30
$6.43M 0.84%
44,098
+929
31
$6.27M 0.82%
37,156
+216
32
$6.01M 0.78%
19,891
-112
33
$5.79M 0.76%
19,301
+639
34
$5.56M 0.73%
70,970
+10,109
35
$5.21M 0.68%
157,020
-3,204
36
$5.11M 0.67%
115,357
-2,202
37
$4.93M 0.64%
76,220
-59
38
$4.88M 0.64%
50,419
-1,454
39
$4.77M 0.62%
31,319
-468
40
$4.62M 0.6%
91,978
+608
41
$4.56M 0.6%
9,011
+362
42
$4.54M 0.59%
56,045
-2,026
43
$4.46M 0.58%
125,367
+2,362
44
$4.37M 0.57%
130,145
-4,815
45
$4.35M 0.57%
30,004
+491
46
$4.26M 0.56%
29,925
+862
47
$4.18M 0.55%
128,997
-1,175
48
$4.1M 0.54%
10,438
-2,793
49
$4.03M 0.53%
38,077
-624
50
$3.98M 0.52%
42,965
+787
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