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
951
$511 ﹤0.01%
100
952
$497 ﹤0.01%
5
953
$480 ﹤0.01%
51
954
$469 ﹤0.01%
7
955
$461 ﹤0.01%
14
956
$404 ﹤0.01%
25
957
$364 ﹤0.01%
72
958
$346 ﹤0.01%
1
959
$292 ﹤0.01%
56
960
$256 ﹤0.01%
18
961
$224 ﹤0.01%
30
962
$224 ﹤0.01%
3
963
$210 ﹤0.01%
500
964
$158 ﹤0.01%
79
965
$88 ﹤0.01%
2
966
$83 ﹤0.01%
12
967
$79 ﹤0.01%
17
968
$35 ﹤0.01%
5
969
– –
-41
970
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-150
971
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-87
972
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973
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974
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975
– –
-800
37 38
39
40 41