AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
676
$16.8K ﹤0.01%
115
677
$16.8K ﹤0.01%
169
678
$16.5K ﹤0.01%
200
679
$16.1K ﹤0.01%
300
680
$16.1K ﹤0.01%
1,004
+14
681
$16K ﹤0.01%
214
682
$16K ﹤0.01%
+9,000
683
$15.9K ﹤0.01%
500
+200
684
$15.8K ﹤0.01%
+300
685
$15.7K ﹤0.01%
285
686
$15.5K ﹤0.01%
521
-50
687
$15.4K ﹤0.01%
333
688
$14.7K ﹤0.01%
200
689
$14.7K ﹤0.01%
300
+100
690
$14.7K ﹤0.01%
400
691
$14.4K ﹤0.01%
268
692
$14.4K ﹤0.01%
38
693
$14.3K ﹤0.01%
908
694
$14.3K ﹤0.01%
246
695
$14.2K ﹤0.01%
335
696
$14.2K ﹤0.01%
145
697
$14.2K ﹤0.01%
60
698
$14.2K ﹤0.01%
1,400
699
$14.2K ﹤0.01%
235
+1
700
$14K ﹤0.01%
295