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
576
$32.8K ﹤0.01%
915
-1,099
577
$32.5K ﹤0.01%
1,900
578
$32.5K ﹤0.01%
1,040
579
$32.5K ﹤0.01%
215
580
$32.3K ﹤0.01%
427
-400
581
$32.1K ﹤0.01%
371
582
$32.1K ﹤0.01%
+1,700
583
$31.8K ﹤0.01%
700
584
$31.8K ﹤0.01%
3,200
585
$31.3K ﹤0.01%
3,275
586
$31.1K ﹤0.01%
+320
587
$31K ﹤0.01%
255
-25
588
$30.6K ﹤0.01%
1,300
589
$30.5K ﹤0.01%
353
-10
590
$30.4K ﹤0.01%
1,050
-50
591
$30.4K ﹤0.01%
2,100
+10
592
$30.3K ﹤0.01%
333
593
$30.2K ﹤0.01%
1,738
-228
594
$29.8K ﹤0.01%
200
+100
595
$29.7K ﹤0.01%
1,900
+1,500
596
$29.6K ﹤0.01%
1,200
-355
597
$29.5K ﹤0.01%
426
598
$29.4K ﹤0.01%
600
599
$29.2K ﹤0.01%
+347
600
$28.9K ﹤0.01%
1,750
22 23
24
25 26