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
76
$2.8M 0.37%
14,208
-169
77
$2.77M 0.36%
10,132
-458
78
$2.7M 0.35%
12,699
+1,417
79
$2.61M 0.34%
59,930
+6,860
80
$2.6M 0.34%
125,728
+1,686
81
$2.6M 0.34%
13,336
+244
82
$2.56M 0.33%
85,279
+744
83
$2.5M 0.33%
45,953
+61
84
$2.49M 0.33%
41,085
-705
85
$2.48M 0.32%
20,489
+889
86
$2.45M 0.32%
89,368
-1,297
87
$2.43M 0.32%
49,403
88
$2.42M 0.32%
43,375
+2,098
89
$2.4M 0.31%
83,826
+1,748
90
$2.39M 0.31%
99,994
-2,402
91
$2.34M 0.3%
19,003
+606
92
$2.29M 0.3%
80,134
+2,899
93
$2.28M 0.3%
96,822
+4,719
94
$2.28M 0.3%
14,319
+528
95
$2.25M 0.29%
5,254
+63
96
$2.11M 0.28%
17,164
-534
97
$2.07M 0.27%
81,802
-28,350
98
$2.01M 0.26%
17,931
-87
99
$2.01M 0.26%
29,026
+191
100
$2M 0.26%
25,587
+1,186
2 3
4
5 6