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
601
$12K ﹤0.01%
+40
602
$11.5K ﹤0.01%
100
603
$11.5K ﹤0.01%
200
604
$11.4K ﹤0.01%
100
605
$11.4K ﹤0.01%
200
606
$10.9K ﹤0.01%
1,000
607
$10.8K ﹤0.01%
57
608
$10.7K ﹤0.01%
344
609
$10.6K ﹤0.01%
237
-12
610
$10.5K ﹤0.01%
150
611
$10.5K ﹤0.01%
400
+200
612
$10.4K ﹤0.01%
10
613
$10.3K ﹤0.01%
500
614
$10.3K ﹤0.01%
25
615
$10.3K ﹤0.01%
+100
616
$10.2K ﹤0.01%
405
617
$9.97K ﹤0.01%
63
618
$9.93K ﹤0.01%
155
619
$9.77K ﹤0.01%
+395
620
$9.46K ﹤0.01%
155
621
$9.44K ﹤0.01%
175
622
$9.38K ﹤0.01%
188
623
$9.36K ﹤0.01%
150
624
$9.27K ﹤0.01%
+100
625
$9.25K ﹤0.01%
320
23 24
25
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