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
776
$8.03K ﹤0.01%
317
777
$8.03K ﹤0.01%
135
778
$7.95K ﹤0.01%
150
779
$7.86K ﹤0.01%
191
780
$7.81K ﹤0.01%
50
781
$7.8K ﹤0.01%
350
782
$7.78K ﹤0.01%
160
-90
783
$7.71K ﹤0.01%
100
784
$7.63K ﹤0.01%
72
785
$7.63K ﹤0.01%
740
786
$7.59K ﹤0.01%
1,000
787
$7.57K ﹤0.01%
900
788
$7.53K ﹤0.01%
1,050
+8
789
$7.52K ﹤0.01%
+189
790
$7.38K ﹤0.01%
+700
791
$7.35K ﹤0.01%
+183
792
$7.26K ﹤0.01%
+42
793
$7.19K ﹤0.01%
+225
794
$7.17K ﹤0.01%
+97
795
$7.11K ﹤0.01%
+61
796
$7.06K ﹤0.01%
200
797
$7.05K ﹤0.01%
+232
798
$7.02K ﹤0.01%
200
+75
799
$6.88K ﹤0.01%
740
800
$6.86K ﹤0.01%
130
30 31
32
33 34