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
726
$3.42K ﹤0.01%
86
727
$3.38K ﹤0.01%
37
-32
728
$3.37K ﹤0.01%
250
729
$3.35K ﹤0.01%
21
730
$3.33K ﹤0.01%
119
731
$3.19K ﹤0.01%
103
732
$3.18K ﹤0.01%
58
733
$3.13K ﹤0.01%
100
734
$3.07K ﹤0.01%
50
735
$3.06K ﹤0.01%
80
736
$2.96K ﹤0.01%
105
737
$2.95K ﹤0.01%
50
738
$2.89K ﹤0.01%
100
739
$2.88K ﹤0.01%
1,000
+800
740
$2.88K ﹤0.01%
3,800
741
$2.83K ﹤0.01%
50
742
$2.83K ﹤0.01%
170
743
$2.78K ﹤0.01%
700
744
$2.75K ﹤0.01%
50
-75
745
$2.67K ﹤0.01%
+170
746
$2.6K ﹤0.01%
200
747
$2.55K ﹤0.01%
+48
748
$2.51K ﹤0.01%
12
-15
749
$2.48K ﹤0.01%
55
750
$2.47K ﹤0.01%
125
28 29
30
31 32