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
476
$38K 0.01%
255
477
$37.8K 0.01%
2,689
478
$37.3K 0.01%
319
479
$37.2K 0.01%
+2,400
480
$37K 0.01%
1,121
481
$35.9K 0.01%
750
482
$35.7K 0.01%
1,000
483
$35.5K 0.01%
1,000
484
$35.2K 0.01%
340
485
$34.9K 0.01%
1,200
486
$34.3K 0.01%
247
487
$34K 0.01%
254
-300
488
$34K 0.01%
2,030
+110
489
$33.4K 0.01%
874
-309
490
$32.9K 0.01%
352
491
$32.5K 0.01%
303
492
$32.1K 0.01%
+717
493
$32.1K 0.01%
1,000
494
$32.1K 0.01%
300
495
$31.9K 0.01%
590
496
$31.8K 0.01%
+680
497
$31.7K 0.01%
462
498
$31.4K 0.01%
675
-150
499
$30.7K 0.01%
778
-78
500
$30.6K 0.01%
2,442
-2,990
18 19
20
21 22