AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$6.52M
2
+$1.11M
3
+$860K
4
XOM icon
Exxon Mobil
XOM
+$614K
5
ET icon
Energy Transfer Partners
ET
+$433K

Top Sells

1
+$6.37M
2
+$4.79M
3
+$3.9M
4
MSFT icon
Microsoft
MSFT
+$3.36M
5
AAPL icon
Apple
AAPL
+$2.53M

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
751
$2.43K ﹤0.01%
750
752
$2.42K ﹤0.01%
105
753
$2.4K ﹤0.01%
100
754
$2.39K ﹤0.01%
156
755
$2.36K ﹤0.01%
97
756
$2.3K ﹤0.01%
+83
757
$2.26K ﹤0.01%
36
758
$2.24K ﹤0.01%
80
759
$2.17K ﹤0.01%
90
760
$2.15K ﹤0.01%
57
761
$2.08K ﹤0.01%
300
762
$1.89K ﹤0.01%
80
763
$1.88K ﹤0.01%
150
-450
764
$1.87K ﹤0.01%
50
765
$1.86K ﹤0.01%
100
-700
766
$1.79K ﹤0.01%
25
-141
767
$1.76K ﹤0.01%
35
768
$1.75K ﹤0.01%
113
769
$1.74K ﹤0.01%
27
770
$1.72K ﹤0.01%
52
771
$1.68K ﹤0.01%
68
772
$1.67K ﹤0.01%
+115
773
$1.64K ﹤0.01%
100
774
$1.61K ﹤0.01%
37
775
$1.52K ﹤0.01%
+180
29 30
31
32 33