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
601
$28.8K ﹤0.01%
510
-23
602
$28.8K ﹤0.01%
+335
603
$28.8K ﹤0.01%
385
604
$28.5K ﹤0.01%
500
605
$28.3K ﹤0.01%
777
606
$28K ﹤0.01%
2,570
607
$28K ﹤0.01%
2,000
608
$27.9K ﹤0.01%
505
-1,000
609
$27.9K ﹤0.01%
184
610
$27.8K ﹤0.01%
730
-200
611
$27.1K ﹤0.01%
500
+100
612
$27K ﹤0.01%
137
613
$26.9K ﹤0.01%
1,000
614
$26.9K ﹤0.01%
800
615
$26.4K ﹤0.01%
1,150
-600
616
$26.1K ﹤0.01%
400
617
$26.1K ﹤0.01%
386
618
$26K ﹤0.01%
447
619
$25.9K ﹤0.01%
1,683
+683
620
$25.7K ﹤0.01%
300
621
$25.1K ﹤0.01%
273
622
$24.9K ﹤0.01%
160
-5
623
$24.8K ﹤0.01%
236
+61
624
$24.7K ﹤0.01%
315
625
$24.5K ﹤0.01%
429
23 24
25
26 27