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
776
$1.47K ﹤0.01%
55
777
$1.45K ﹤0.01%
100
778
$1.44K ﹤0.01%
20
779
$1.44K ﹤0.01%
+400
780
$1.35K ﹤0.01%
50
781
$1.31K ﹤0.01%
+450
782
$1.29K ﹤0.01%
+130
783
$1.22K ﹤0.01%
46
784
$1.21K ﹤0.01%
5
785
$1.02K ﹤0.01%
100
786
$856 ﹤0.01%
215
787
$821 ﹤0.01%
79
788
$799 ﹤0.01%
13
789
$740 ﹤0.01%
+60
790
$718 ﹤0.01%
10
791
$696 ﹤0.01%
20
792
$674 ﹤0.01%
13
793
$671 ﹤0.01%
22
794
$654 ﹤0.01%
+26
795
$620 ﹤0.01%
500
796
$614 ﹤0.01%
21
797
$554 ﹤0.01%
14
798
$520 ﹤0.01%
20
799
$487 ﹤0.01%
20
800
$345 ﹤0.01%
16
30 31
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