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
651
$7.78K ﹤0.01%
1,680
-1,200
652
$7.77K ﹤0.01%
287
-92
653
$7.7K ﹤0.01%
172
654
$7.69K ﹤0.01%
221
655
$7.69K ﹤0.01%
60
656
$7.67K ﹤0.01%
88
657
$7.42K ﹤0.01%
375
658
$7.14K ﹤0.01%
64
659
$7.08K ﹤0.01%
1,058
660
$6.93K ﹤0.01%
600
661
$6.85K ﹤0.01%
130
662
$6.69K ﹤0.01%
140
663
$6.67K ﹤0.01%
2,000
-800
664
$6.6K ﹤0.01%
75
665
$6.57K ﹤0.01%
184
666
$6.45K ﹤0.01%
179
667
$6.41K ﹤0.01%
300
-150
668
$6.38K ﹤0.01%
350
669
$6.31K ﹤0.01%
100
670
$6.27K ﹤0.01%
318
671
$6.27K ﹤0.01%
514
672
$6.27K ﹤0.01%
50
-175
673
$6.11K ﹤0.01%
1,250
674
$5.98K ﹤0.01%
324
675
$5.98K ﹤0.01%
130
25 26
27
28 29