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
501
$30.3K 0.01%
100
-200
502
$29.7K 0.01%
455
+3
503
$29.3K 0.01%
553
504
$28.8K 0.01%
375
+25
505
$28.6K 0.01%
1,500
506
$28.5K 0.01%
645
507
$28.3K 0.01%
337
508
$27.7K 0.01%
525
509
$27.5K 0.01%
444
510
$27.5K 0.01%
600
511
$27.2K 0.01%
1,800
512
$26.8K 0.01%
+172
513
$26.8K 0.01%
950
+650
514
$26.8K 0.01%
+76
515
$26.6K 0.01%
535
516
$26.3K 0.01%
459
517
$26K 0.01%
270
+220
518
$26K 0.01%
500
-930
519
$26K 0.01%
+1,000
520
$25.9K 0.01%
800
521
$25.7K 0.01%
2,000
522
$25.6K 0.01%
+170
523
$25.3K 0.01%
+800
524
$24.8K 0.01%
1,700
525
$24.2K 0.01%
245
-15
19 20
21
22 23