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
651
$20.5K ﹤0.01%
1,375
652
$20.5K ﹤0.01%
250
653
$20.2K ﹤0.01%
500
654
$19.9K ﹤0.01%
446
655
$19.6K ﹤0.01%
150
656
$19.6K ﹤0.01%
200
-75
657
$19.6K ﹤0.01%
100
658
$19.5K ﹤0.01%
+1,000
659
$19.3K ﹤0.01%
157
660
$18.9K ﹤0.01%
50
661
$18.9K ﹤0.01%
+700
662
$18.9K ﹤0.01%
272
663
$18.6K ﹤0.01%
370
664
$18.5K ﹤0.01%
249
665
$18.4K ﹤0.01%
600
666
$18.3K ﹤0.01%
378
+202
667
$18.2K ﹤0.01%
+30
668
$18K ﹤0.01%
152
669
$18K ﹤0.01%
200
670
$17.9K ﹤0.01%
405
671
$17.8K ﹤0.01%
50
672
$17.7K ﹤0.01%
237
673
$17.6K ﹤0.01%
157
674
$17.1K ﹤0.01%
300
675
$16.8K ﹤0.01%
264