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
601
$12.1K ﹤0.01%
300
-500
602
$12K ﹤0.01%
+40
603
$11.5K ﹤0.01%
100
604
$11.5K ﹤0.01%
200
605
$11.4K ﹤0.01%
100
606
$11.4K ﹤0.01%
200
607
$10.9K ﹤0.01%
1,000
608
$10.8K ﹤0.01%
57
609
$10.7K ﹤0.01%
172
610
$10.6K ﹤0.01%
237
-12
611
$10.5K ﹤0.01%
150
612
$10.5K ﹤0.01%
400
+200
613
$10.4K ﹤0.01%
10
614
$10.3K ﹤0.01%
500
615
$10.3K ﹤0.01%
25
616
$10.3K ﹤0.01%
+100
617
$10.2K ﹤0.01%
405
618
$9.97K ﹤0.01%
63
619
$9.93K ﹤0.01%
155
620
$9.77K ﹤0.01%
+395
621
$9.46K ﹤0.01%
155
622
$9.44K ﹤0.01%
175
623
$9.38K ﹤0.01%
188
624
$9.36K ﹤0.01%
150
625
$9.27K ﹤0.01%
+100
23 24
25
26 27