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
876
$2.84K ﹤0.01%
300
877
$2.84K ﹤0.01%
30
878
$2.76K ﹤0.01%
200
+50
879
$2.68K ﹤0.01%
20
880
$2.68K ﹤0.01%
400
881
$2.66K ﹤0.01%
200
882
$2.52K ﹤0.01%
+50
883
$2.48K ﹤0.01%
22
-3,620
884
$2.47K ﹤0.01%
18
-42
885
$2.44K ﹤0.01%
66
-1,100
886
$2.43K ﹤0.01%
200
887
$2.37K ﹤0.01%
42
-10
888
$2.24K ﹤0.01%
300
889
$2.18K ﹤0.01%
100
890
$2.08K ﹤0.01%
94
891
$2.07K ﹤0.01%
45
892
$2.04K ﹤0.01%
80
-23
893
$1.99K ﹤0.01%
25
894
$1.97K ﹤0.01%
+81
895
$1.94K ﹤0.01%
80
896
$1.91K ﹤0.01%
30
897
$1.86K ﹤0.01%
20
898
$1.83K ﹤0.01%
20
899
$1.82K ﹤0.01%
75
900
$1.77K ﹤0.01%
31
34 35
36
37 38