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
551
$37K ﹤0.01%
514
552
$37K ﹤0.01%
363
553
$36.9K ﹤0.01%
246
-10
554
$36.5K ﹤0.01%
947
555
$36.3K ﹤0.01%
2,700
556
$36.2K ﹤0.01%
2,500
557
$36.1K ﹤0.01%
220
+137
558
$35.9K ﹤0.01%
658
559
$35.4K ﹤0.01%
200
560
$35.3K ﹤0.01%
2,323
+25
561
$35.3K ﹤0.01%
1,121
562
$35.1K ﹤0.01%
325
563
$34.7K ﹤0.01%
610
564
$34.7K ﹤0.01%
400
565
$34.6K ﹤0.01%
167
+100
566
$34.5K ﹤0.01%
225
567
$34.2K ﹤0.01%
+725
568
$33.6K ﹤0.01%
1,000
569
$33.3K ﹤0.01%
+200
570
$33.2K ﹤0.01%
423
571
$33.2K ﹤0.01%
1,105
572
$33.1K ﹤0.01%
1,100
573
$33K ﹤0.01%
+20,000
574
$33K ﹤0.01%
3,000
575
$32.8K ﹤0.01%
3,323
+114