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
476
$63.7K 0.01%
314
477
$63.2K 0.01%
623
478
$61.6K 0.01%
1,738
479
$61.6K 0.01%
635
480
$61.6K 0.01%
+1,430
481
$61.6K 0.01%
2,495
482
$61.2K 0.01%
5,981
483
$60.6K 0.01%
1,000
484
$59.8K 0.01%
2,180
485
$59.4K 0.01%
1,526
486
$59.4K 0.01%
3,500
487
$59.3K 0.01%
5,050
488
$58.9K 0.01%
800
489
$58K 0.01%
247
490
$58K 0.01%
630
-100
491
$57.8K 0.01%
1,950
492
$57.2K 0.01%
1,145
+4
493
$56.9K 0.01%
1,000
494
$56.6K 0.01%
11,000
+10,000
495
$56.3K 0.01%
275
496
$54.3K 0.01%
538
497
$54K 0.01%
2,400
498
$53.7K 0.01%
514
499
$53.1K 0.01%
722
500
$52.6K 0.01%
1,500
18 19
20
21 22