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
626
$9.25K ﹤0.01%
320
627
$9.21K ﹤0.01%
140
628
$9.2K ﹤0.01%
600
-300
629
$9.13K ﹤0.01%
200
630
$9.12K ﹤0.01%
100
631
$9.02K ﹤0.01%
1,000
632
$8.99K ﹤0.01%
160
633
$8.92K ﹤0.01%
352
634
$8.84K ﹤0.01%
180
635
$8.82K ﹤0.01%
105
636
$8.79K ﹤0.01%
208
+2
637
$8.71K ﹤0.01%
400
638
$8.7K ﹤0.01%
50
639
$8.68K ﹤0.01%
240
640
$8.56K ﹤0.01%
100
641
$8.55K ﹤0.01%
600
642
$8.5K ﹤0.01%
683
643
$8.45K ﹤0.01%
180
644
$8.32K ﹤0.01%
375
645
$8.31K ﹤0.01%
75
646
$8.29K ﹤0.01%
1,500
647
$8.22K ﹤0.01%
207
-3
648
$8.12K ﹤0.01%
600
649
$7.86K ﹤0.01%
100
650
$7.85K ﹤0.01%
47
24 25
26
27 28