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
$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
51
$3.95M 0.52%
81,439
-6,874
52
$3.93M 0.51%
23,221
53
$3.76M 0.49%
6,649
+539
54
$3.74M 0.49%
13,686
+44
55
$3.7M 0.48%
32,740
+470
56
$3.69M 0.48%
48,947
+1,004
57
$3.59M 0.47%
13,634
+823
58
$3.54M 0.46%
8,152
59
$3.53M 0.46%
8,914
+192
60
$3.53M 0.46%
15,000
-219
61
$3.43M 0.45%
13,432
+386
62
$3.42M 0.45%
14,231
-2
63
$3.31M 0.43%
57,386
-24,774
64
$3.28M 0.43%
22,231
+949
65
$3.27M 0.43%
29,414
-5,511
66
$3.21M 0.42%
105,416
+2,239
67
$3.14M 0.41%
58,911
+279
68
$3.06M 0.4%
56,995
+1,509
69
$2.98M 0.39%
23,502
+1,079
70
$2.96M 0.39%
10,992
+24
71
$2.96M 0.39%
30,653
+1,319
72
$2.9M 0.38%
44,434
+575
73
$2.85M 0.37%
35,492
-319
74
$2.84M 0.37%
40,939
+4,044
75
$2.82M 0.37%
91,579
-1,352
1 2
3
4 5