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
626
$24.5K ﹤0.01%
270
627
$24.5K ﹤0.01%
384
628
$24K ﹤0.01%
+1,500
629
$23.7K ﹤0.01%
344
630
$23.6K ﹤0.01%
5,000
631
$23.5K ﹤0.01%
1,616
-1,200
632
$23K ﹤0.01%
+100
633
$22.6K ﹤0.01%
2,000
+1,000
634
$22.5K ﹤0.01%
300
635
$22.2K ﹤0.01%
501
636
$22K ﹤0.01%
252
637
$21.9K ﹤0.01%
1,200
-237
638
$21.8K ﹤0.01%
1,500
639
$21.7K ﹤0.01%
563
-158
640
$21.5K ﹤0.01%
448
641
$21.5K ﹤0.01%
315
642
$21.3K ﹤0.01%
240
-6,565
643
$21.2K ﹤0.01%
570
644
$21.2K ﹤0.01%
2,226
645
$21K ﹤0.01%
625
+325
646
$20.9K ﹤0.01%
500
647
$20.8K ﹤0.01%
1,500
648
$20.8K ﹤0.01%
400
649
$20.7K ﹤0.01%
+80
650
$20.7K ﹤0.01%
50
24 25
26
27 28