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
776
$1.52K ﹤0.01%
+180
777
$1.47K ﹤0.01%
55
778
$1.45K ﹤0.01%
100
779
$1.44K ﹤0.01%
20
780
$1.44K ﹤0.01%
+400
781
$1.35K ﹤0.01%
50
782
$1.31K ﹤0.01%
+450
783
$1.29K ﹤0.01%
+130
784
$1.22K ﹤0.01%
46
785
$1.21K ﹤0.01%
5
786
$1.02K ﹤0.01%
100
787
$856 ﹤0.01%
215
788
$821 ﹤0.01%
79
789
$799 ﹤0.01%
13
790
$740 ﹤0.01%
+60
791
$718 ﹤0.01%
10
792
$696 ﹤0.01%
20
793
$674 ﹤0.01%
13
794
$671 ﹤0.01%
22
795
$654 ﹤0.01%
+26
796
$620 ﹤0.01%
500
797
$614 ﹤0.01%
21
798
$554 ﹤0.01%
14
799
$520 ﹤0.01%
20
800
$487 ﹤0.01%
20
30 31
32
33 34