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
676
$5.98K ﹤0.01%
130
677
$5.9K ﹤0.01%
75
678
$5.87K ﹤0.01%
150
679
$5.77K ﹤0.01%
408
680
$5.75K ﹤0.01%
42
681
$5.75K ﹤0.01%
146
682
$5.71K ﹤0.01%
422
683
$5.59K ﹤0.01%
500
-500
684
$5.58K ﹤0.01%
237
685
$5.41K ﹤0.01%
375
686
$5.36K ﹤0.01%
2,280
-500
687
$5.28K ﹤0.01%
25
688
$5.2K ﹤0.01%
300
689
$5.2K ﹤0.01%
219
-181
690
$5.19K ﹤0.01%
62
691
$5.18K ﹤0.01%
183
-500
692
$5.15K ﹤0.01%
250
-97
693
$5.13K ﹤0.01%
150
-4,086
694
$5.12K ﹤0.01%
500
695
$5.09K ﹤0.01%
200
696
$5K ﹤0.01%
99
-89
697
$4.83K ﹤0.01%
100
698
$4.79K ﹤0.01%
117
-33
699
$4.72K ﹤0.01%
35
700
$4.69K ﹤0.01%
1,000
26 27
28
29 30