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
751
$9.64K ﹤0.01%
300
752
$9.63K ﹤0.01%
280
753
$9.52K ﹤0.01%
150
+30
754
$9.47K ﹤0.01%
100
-59
755
$9.37K ﹤0.01%
250
756
$9.21K ﹤0.01%
100
757
$9.2K ﹤0.01%
1,000
758
$9.18K ﹤0.01%
1,000
759
$9.1K ﹤0.01%
37
760
$9.05K ﹤0.01%
400
761
$8.99K ﹤0.01%
400
762
$8.99K ﹤0.01%
1,000
763
$8.94K ﹤0.01%
400
764
$8.8K ﹤0.01%
249
765
$8.71K ﹤0.01%
1,500
766
$8.69K ﹤0.01%
10
767
$8.64K ﹤0.01%
51
768
$8.52K ﹤0.01%
1,066
+566
769
$8.38K ﹤0.01%
300
770
$8.35K ﹤0.01%
110
+21
771
$8.14K ﹤0.01%
218
772
$8.13K ﹤0.01%
200
773
$8.12K ﹤0.01%
300
774
$8.1K ﹤0.01%
40
775
$8.05K ﹤0.01%
35