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
526
$24.2K 0.01%
2,500
527
$23.7K 0.01%
448
528
$23.3K 0.01%
1,000
529
$22.9K 0.01%
1,200
530
$22.6K 0.01%
631
531
$22.5K 0.01%
700
-100
532
$22.5K 0.01%
463
533
$22.1K 0.01%
708
-300
534
$22K 0.01%
6,000
535
$21.9K 0.01%
938
536
$21.9K 0.01%
6,422
-453
537
$21.2K 0.01%
2,000
538
$20.9K 0.01%
233
539
$20.8K 0.01%
+400
540
$20.7K 0.01%
+3,520
541
$20.4K 0.01%
2,000
542
$20.3K 0.01%
503
543
$20.2K 0.01%
68
+26
544
$20K 0.01%
+705
545
$19.8K 0.01%
229
546
$19.6K 0.01%
+235
547
$19.3K 0.01%
2,908
+1
548
$19.2K 0.01%
+180
549
$18.8K 0.01%
1,295
550
$18.5K 0.01%
376
-1,085
20 21
22
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