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
901
$1.74K ﹤0.01%
12
902
$1.7K ﹤0.01%
211
903
$1.67K ﹤0.01%
90
-50
904
$1.61K ﹤0.01%
+100
905
$1.6K ﹤0.01%
46
906
$1.58K ﹤0.01%
36
907
$1.5K ﹤0.01%
99
908
$1.48K ﹤0.01%
45
909
$1.47K ﹤0.01%
12
910
$1.46K ﹤0.01%
38
911
$1.42K ﹤0.01%
30
912
$1.37K ﹤0.01%
90
913
$1.35K ﹤0.01%
19
914
$1.35K ﹤0.01%
50
915
$1.32K ﹤0.01%
3
-194
916
$1.29K ﹤0.01%
40
917
$1.28K ﹤0.01%
200
-1,000
918
$1.27K ﹤0.01%
44
919
$1.25K ﹤0.01%
20
-1
920
$1.25K ﹤0.01%
52
921
$1.23K ﹤0.01%
95
922
$1.23K ﹤0.01%
250
923
$1.17K ﹤0.01%
41
924
$1.13K ﹤0.01%
50
925
$1.1K ﹤0.01%
50
35 36
37
38 39