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
801
$6.77K ﹤0.01%
65
-20
802
$6.75K ﹤0.01%
+225
803
$6.7K ﹤0.01%
63
+1
804
$6.51K ﹤0.01%
80
805
$6.49K ﹤0.01%
1,920
806
$6.48K ﹤0.01%
52
807
$6.47K ﹤0.01%
50
808
$6.44K ﹤0.01%
500
809
$6.38K ﹤0.01%
27
810
$6.24K ﹤0.01%
125
811
$6.21K ﹤0.01%
290
812
$6.17K ﹤0.01%
57
813
$6.17K ﹤0.01%
150
814
$6.07K ﹤0.01%
1,333
-643
815
$5.92K ﹤0.01%
+75
816
$5.88K ﹤0.01%
47
817
$5.87K ﹤0.01%
100
818
$5.73K ﹤0.01%
200
819
$5.64K ﹤0.01%
64
820
$5.58K ﹤0.01%
200
821
$5.56K ﹤0.01%
44
822
$5.51K ﹤0.01%
41
823
$5.36K ﹤0.01%
+134
824
$5.33K ﹤0.01%
44
825
$5.32K ﹤0.01%
500
31 32
33
34 35