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
576
$14.6K ﹤0.01%
200
577
$14.4K ﹤0.01%
1,000
578
$14.3K ﹤0.01%
100
579
$14.3K ﹤0.01%
1,000
-2,600
580
$14K ﹤0.01%
300
581
$14K ﹤0.01%
260
-400
582
$13.8K ﹤0.01%
750
+200
583
$13.8K ﹤0.01%
+702
584
$13.8K ﹤0.01%
132
585
$13.6K ﹤0.01%
300
586
$13.6K ﹤0.01%
500
587
$13.5K ﹤0.01%
427
+27
588
$13.5K ﹤0.01%
290
-869
589
$13.4K ﹤0.01%
115
590
$13.4K ﹤0.01%
200
591
$13.4K ﹤0.01%
356
592
$13.3K ﹤0.01%
351
593
$13.2K ﹤0.01%
368
594
$13.2K ﹤0.01%
102
595
$12.7K ﹤0.01%
150
596
$12.7K ﹤0.01%
298
-19
597
$12.5K ﹤0.01%
185
598
$12.4K ﹤0.01%
255
599
$12.2K ﹤0.01%
1,300
600
$12.1K ﹤0.01%
300
-500
22 23
24
25 26