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
726
$11.3K ﹤0.01%
350
727
$11.3K ﹤0.01%
202
728
$11.3K ﹤0.01%
200
729
$11.3K ﹤0.01%
50
730
$11.1K ﹤0.01%
125
731
$11.1K ﹤0.01%
280
+250
732
$11K ﹤0.01%
1,080
+11
733
$10.8K ﹤0.01%
138
734
$10.7K ﹤0.01%
4,000
735
$10.7K ﹤0.01%
160
+60
736
$10.6K ﹤0.01%
+2,100
737
$10.6K ﹤0.01%
+700
738
$10.5K ﹤0.01%
400
-447
739
$10.3K ﹤0.01%
40
740
$10.2K ﹤0.01%
+125
741
$10.1K ﹤0.01%
200
742
$10K ﹤0.01%
107
-100
743
$10K ﹤0.01%
1,200
744
$9.92K ﹤0.01%
148
745
$9.92K ﹤0.01%
270
746
$9.89K ﹤0.01%
258
747
$9.86K ﹤0.01%
150
748
$9.79K ﹤0.01%
+551
749
$9.76K ﹤0.01%
350
750
$9.68K ﹤0.01%
357
28 29
30
31 32