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
826
$5.3K ﹤0.01%
641
+4
827
$5.29K ﹤0.01%
44
828
$5.26K ﹤0.01%
120
829
$5.23K ﹤0.01%
81
-10
830
$5.18K ﹤0.01%
+120
831
$4.92K ﹤0.01%
300
832
$4.88K ﹤0.01%
75
833
$4.88K ﹤0.01%
13
834
$4.86K ﹤0.01%
200
835
$4.8K ﹤0.01%
86
836
$4.77K ﹤0.01%
106
837
$4.63K ﹤0.01%
58
838
$4.63K ﹤0.01%
+100
839
$4.54K ﹤0.01%
750
840
$4.52K ﹤0.01%
150
841
$4.47K ﹤0.01%
50
842
$4.4K ﹤0.01%
53
843
$4.39K ﹤0.01%
422
844
$4.37K ﹤0.01%
+60
845
$4.29K ﹤0.01%
50
846
$4.26K ﹤0.01%
50
847
$4.26K ﹤0.01%
250
848
$4.24K ﹤0.01%
384
849
$4.16K ﹤0.01%
9
850
$4.08K ﹤0.01%
+200
32 33
34
35 36