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
926
$1.1K ﹤0.01%
50
927
$1.09K ﹤0.01%
13
928
$1.06K ﹤0.01%
50
929
$1.06K ﹤0.01%
25
930
$1.02K ﹤0.01%
68
-2
931
$1.02K ﹤0.01%
40
-14
932
$991 ﹤0.01%
49
933
$990 ﹤0.01%
+31
934
$956 ﹤0.01%
40
935
$945 ﹤0.01%
25
936
$909 ﹤0.01%
10
937
$900 ﹤0.01%
17
938
$883 ﹤0.01%
184
939
$728 ﹤0.01%
200
940
$708 ﹤0.01%
265
941
$704 ﹤0.01%
10
942
$683 ﹤0.01%
750
-750
943
$672 ﹤0.01%
13
944
$642 ﹤0.01%
+20
945
$607 ﹤0.01%
10
946
$584 ﹤0.01%
13
947
$539 ﹤0.01%
30
948
$538 ﹤0.01%
11
949
$520 ﹤0.01%
14
950
$517 ﹤0.01%
21
36 37
38
39 40