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
651
$7.81K ﹤0.01%
400
652
$7.78K ﹤0.01%
840
-600
653
$7.77K ﹤0.01%
287
-92
654
$7.7K ﹤0.01%
172
655
$7.69K ﹤0.01%
221
656
$7.69K ﹤0.01%
60
657
$7.67K ﹤0.01%
88
658
$7.42K ﹤0.01%
375
659
$7.14K ﹤0.01%
64
660
$7.08K ﹤0.01%
1,058
661
$6.93K ﹤0.01%
600
662
$6.85K ﹤0.01%
130
663
$6.69K ﹤0.01%
140
664
$6.67K ﹤0.01%
2,000
-800
665
$6.6K ﹤0.01%
75
666
$6.57K ﹤0.01%
184
667
$6.45K ﹤0.01%
179
668
$6.41K ﹤0.01%
300
-150
669
$6.38K ﹤0.01%
350
670
$6.31K ﹤0.01%
100
671
$6.27K ﹤0.01%
318
672
$6.27K ﹤0.01%
514
673
$6.27K ﹤0.01%
50
-175
674
$6.11K ﹤0.01%
1,250
675
$5.98K ﹤0.01%
324
25 26
27
28 29