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
676
$5.9K ﹤0.01%
75
677
$5.87K ﹤0.01%
150
678
$5.77K ﹤0.01%
408
679
$5.75K ﹤0.01%
42
680
$5.75K ﹤0.01%
146
681
$5.71K ﹤0.01%
422
682
$5.59K ﹤0.01%
500
-500
683
$5.58K ﹤0.01%
237
684
$5.41K ﹤0.01%
375
685
$5.36K ﹤0.01%
2,280
-500
686
$5.28K ﹤0.01%
25
687
$5.2K ﹤0.01%
300
688
$5.2K ﹤0.01%
219
-181
689
$5.19K ﹤0.01%
62
690
$5.18K ﹤0.01%
183
-500
691
$5.15K ﹤0.01%
250
-97
692
$5.13K ﹤0.01%
150
-4,086
693
$5.12K ﹤0.01%
500
694
$5.09K ﹤0.01%
200
695
$5K ﹤0.01%
198
-178
696
$4.83K ﹤0.01%
100
697
$4.79K ﹤0.01%
117
-33
698
$4.72K ﹤0.01%
35
699
$4.69K ﹤0.01%
1,000
700
$4.61K ﹤0.01%
311
+3
26 27
28
29 30