AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$6.52M
2
+$1.11M
3
+$860K
4
XOM icon
Exxon Mobil
XOM
+$614K
5
ET icon
Energy Transfer Partners
ET
+$433K

Top Sells

1
+$6.37M
2
+$4.79M
3
+$3.9M
4
MSFT icon
Microsoft
MSFT
+$3.36M
5
AAPL icon
Apple
AAPL
+$2.53M

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