AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Est. Return
15.58%
1 Year Est. Return
+15.58%
AUM
$351M
AUM Growth
-$85.7M
(-20%)
Holding
853
Top Buys
| 1 | +$5.92M | |
| 2 | +$1.01M | |
| 3 | +$797K | |
| 4 |
Exxon Mobil
XOM
|
+$534K |
| 5 |
Energy Transfer Partners
ET
|
+$377K |
Top Sells
| 1 | +$5.76M | |
| 2 | +$4.63M | |
| 3 | +$3.91M | |
| 4 |
Microsoft
MSFT
|
+$3.19M |
| 5 |
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% |