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
$351M
AUM Growth
-$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.01M
3
+$797K
4
XOM icon
Exxon Mobil
XOM
+$534K
5
ET icon
Energy Transfer Partners
ET
+$377K

Top Sells

1
+$5.76M
2
+$4.63M
3
+$3.91M
4
MSFT icon
Microsoft
MSFT
+$3.19M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.49M

Sector Composition

1 Financials 14.18%
2 Healthcare 13.39%
3 Technology 10.38%
4 Industrials 9.21%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.32M 0.38%
28,905
+200
77
$1.3M 0.37%
27,711
+715
78
$1.3M 0.37%
20,210
+39
79
$1.24M 0.35%
17,154
-7,432
80
$1.19M 0.34%
15,144
-550
81
$1.19M 0.34%
50,385
-3,775
82
$1.18M 0.34%
56,195
+2,662
83
$1.17M 0.33%
19,665
-3,947
84
$1.16M 0.33%
8,865
-1,800
85
$1.14M 0.33%
42,896
-100
86
$1.13M 0.32%
54,950
-11,400
87
$1.11M 0.32%
16,724
-1,428
88
$1.11M 0.32%
5,854
+5,307
89
$1.1M 0.31%
50,213
+15,180
90
$1.09M 0.31%
19,147
-2,073
91
$1.08M 0.31%
24,899
+2,637
92
$1.07M 0.3%
24,524
93
$1.03M 0.29%
49,763
+5,707
94
$1.03M 0.29%
67,904
-3,700
95
$1.02M 0.29%
15,312
-6,005
96
$1.02M 0.29%
9,400
-140
97
$1.02M 0.29%
3,557
+57
98
$1.02M 0.29%
10,688
-7,035
99
$1M 0.28%
12,308
-1,290
100
$996K 0.28%
9,870
2 3
4
5 6