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
751
$2.46K ﹤0.01%
100
752
$2.43K ﹤0.01%
750
753
$2.42K ﹤0.01%
105
754
$2.4K ﹤0.01%
100
755
$2.39K ﹤0.01%
156
756
$2.36K ﹤0.01%
97
757
$2.3K ﹤0.01%
+83
758
$2.26K ﹤0.01%
36
759
$2.24K ﹤0.01%
80
760
$2.17K ﹤0.01%
90
761
$2.15K ﹤0.01%
57
762
$2.08K ﹤0.01%
300
763
$1.89K ﹤0.01%
80
764
$1.88K ﹤0.01%
150
-450
765
$1.87K ﹤0.01%
50
766
$1.86K ﹤0.01%
100
-700
767
$1.79K ﹤0.01%
25
-141
768
$1.76K ﹤0.01%
35
769
$1.75K ﹤0.01%
113
770
$1.74K ﹤0.01%
27
771
$1.72K ﹤0.01%
52
772
$1.68K ﹤0.01%
68
773
$1.67K ﹤0.01%
+115
774
$1.64K ﹤0.01%
100
775
$1.61K ﹤0.01%
37
29 30
31
32 33