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
701
$4.61K ﹤0.01%
311
+3
702
$4.58K ﹤0.01%
47
703
$4.55K ﹤0.01%
73
704
$4.5K ﹤0.01%
80
705
$4.48K ﹤0.01%
+520
706
$4.45K ﹤0.01%
500
707
$4.3K ﹤0.01%
200
708
$4.29K ﹤0.01%
250
709
$4.28K ﹤0.01%
92
710
$4.17K ﹤0.01%
50
711
$4.06K ﹤0.01%
145
712
$3.92K ﹤0.01%
1,000
713
$3.85K ﹤0.01%
200
714
$3.83K ﹤0.01%
+45
715
$3.75K ﹤0.01%
40
716
$3.74K ﹤0.01%
+182
717
$3.73K ﹤0.01%
10
718
$3.72K ﹤0.01%
350
719
$3.69K ﹤0.01%
72
720
$3.61K ﹤0.01%
100
721
$3.6K ﹤0.01%
109
+2
722
$3.59K ﹤0.01%
100
723
$3.56K ﹤0.01%
220
-4
724
$3.54K ﹤0.01%
1,500
725
$3.52K ﹤0.01%
41
+11
27 28
29
30 31