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
51
$1.87M 0.53%
41,174
+750
52
$1.85M 0.53%
11,546
+384
53
$1.85M 0.53%
17,107
-1,696
54
$1.83M 0.52%
18,751
-41
55
$1.83M 0.52%
1,060
-2
56
$1.79M 0.51%
72,707
-41,883
57
$1.78M 0.51%
24,270
-100
58
$1.71M 0.49%
7,661
-215
59
$1.68M 0.48%
55,662
-1,108
60
$1.67M 0.48%
10,681
+245
61
$1.66M 0.47%
12,643
-498
62
$1.56M 0.44%
23,657
-702
63
$1.54M 0.44%
9,257
-7,250
64
$1.54M 0.44%
11,755
-35
65
$1.51M 0.43%
37,635
+2,151
66
$1.49M 0.43%
11,693
+37
67
$1.48M 0.42%
32,024
-1,652
68
$1.45M 0.41%
49,407
+700
69
$1.44M 0.41%
7,419
+135
70
$1.44M 0.41%
9,362
+603
71
$1.44M 0.41%
21,515
-6,348
72
$1.35M 0.38%
40,566
73
$1.34M 0.38%
7,110
+25
74
$1.33M 0.38%
32,504
-6,088
75
$1.32M 0.38%
11,439
-4,200
1 2
3
4 5