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
501
$52.6K 0.01%
944
502
$51K 0.01%
715
+395
503
$51K 0.01%
542
+40
504
$49.9K 0.01%
922
505
$49.7K 0.01%
248
506
$49.4K 0.01%
1,761
+2
507
$49.2K 0.01%
2,000
508
$49.1K 0.01%
3,889
-2,492
509
$49K 0.01%
2,132
+358
510
$49K 0.01%
10,510
511
$49K 0.01%
1,000
512
$48.2K 0.01%
450
513
$47.4K 0.01%
5,000
-1,000
514
$47K 0.01%
175
515
$46.7K 0.01%
375
-44
516
$46.6K 0.01%
578
517
$46.6K 0.01%
592
+3
518
$46.5K 0.01%
510
519
$46.4K 0.01%
1,440
520
$46.4K 0.01%
288
-50
521
$46.1K 0.01%
590
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522
$45.8K 0.01%
2,500
523
$45.7K 0.01%
100
524
$44.9K 0.01%
1,314
525
$44.6K 0.01%
650
19 20
21
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