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
851
$4.08K ﹤0.01%
46
852
$4.07K ﹤0.01%
114
+14
853
$4.07K ﹤0.01%
550
854
$4.01K ﹤0.01%
+100
855
$3.83K ﹤0.01%
15
856
$3.8K ﹤0.01%
500
-60
857
$3.73K ﹤0.01%
100
858
$3.63K ﹤0.01%
220
859
$3.61K ﹤0.01%
17
860
$3.58K ﹤0.01%
104
861
$3.52K ﹤0.01%
525
862
$3.51K ﹤0.01%
65
863
$3.48K ﹤0.01%
189
+10
864
$3.35K ﹤0.01%
200
865
$3.35K ﹤0.01%
250
866
$3.3K ﹤0.01%
126
867
$3.25K ﹤0.01%
25
868
$3.23K ﹤0.01%
35
869
$3.23K ﹤0.01%
25
870
$3.22K ﹤0.01%
119
871
$3.1K ﹤0.01%
+108
872
$2.97K ﹤0.01%
100
873
$2.93K ﹤0.01%
191
874
$2.87K ﹤0.01%
60
-2,500
875
$2.87K ﹤0.01%
41
33 34
35
36 37