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
526
$44.3K 0.01%
61
527
$44.3K 0.01%
820
+20
528
$43K 0.01%
+15,000
529
$43K 0.01%
1,280
+3
530
$42.7K 0.01%
462
531
$41.7K 0.01%
178
+50
532
$41.3K 0.01%
1,542
+1
533
$41.2K 0.01%
168
+125
534
$41.2K 0.01%
4,000
535
$41.2K 0.01%
530
536
$41.1K 0.01%
325
537
$41K 0.01%
1,081
538
$40.9K 0.01%
100
539
$40.7K 0.01%
639
540
$40.2K 0.01%
1,350
541
$39.9K 0.01%
100
+60
542
$39.9K 0.01%
87
543
$39.6K 0.01%
275
+175
544
$39.5K 0.01%
5,000
545
$39.4K 0.01%
3,057
546
$39.4K 0.01%
404
547
$39.3K 0.01%
+4,700
548
$38.4K 0.01%
210
-25
549
$37.4K ﹤0.01%
+940
550
$37.2K ﹤0.01%
500
20 21
22
23 24