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
551
$18.5K 0.01%
+500
552
$18.3K 0.01%
+1,500
553
$18.2K 0.01%
1,200
554
$18.2K 0.01%
300
555
$18.1K 0.01%
736
-1,499
556
$18K 0.01%
260
557
$17.9K 0.01%
1,726
558
$17.9K 0.01%
157
+81
559
$17.8K 0.01%
1,086
+735
560
$17.7K 0.01%
364
561
$17.3K ﹤0.01%
1,550
562
$17.2K ﹤0.01%
155
563
$17K ﹤0.01%
710
564
$16.9K ﹤0.01%
60
565
$16.7K ﹤0.01%
2,000
566
$16.5K ﹤0.01%
+1,700
567
$16K ﹤0.01%
246
568
$15.9K ﹤0.01%
+300
569
$15.8K ﹤0.01%
273
570
$15.8K ﹤0.01%
1,178
571
$15.7K ﹤0.01%
300
+150
572
$14.9K ﹤0.01%
300
573
$14.9K ﹤0.01%
500
574
$14.8K ﹤0.01%
777
575
$14.8K ﹤0.01%
100
-1,825
21 22
23
24 25