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
101
$1.98M 0.26%
11,461
+62
102
$1.91M 0.25%
38,709
+2,501
103
$1.9M 0.25%
9,119
-1,526
104
$1.84M 0.24%
13,257
-545
105
$1.82M 0.24%
31,853
-349
106
$1.81M 0.24%
8,238
-61
107
$1.81M 0.24%
81,214
+4,539
108
$1.8M 0.23%
708
+28
109
$1.78M 0.23%
8,863
-891
110
$1.77M 0.23%
4,690
+334
111
$1.74M 0.23%
48,113
+1,400
112
$1.73M 0.23%
6,896
+458
113
$1.72M 0.22%
42,275
+75
114
$1.71M 0.22%
10,818
+141
115
$1.7M 0.22%
24,347
-2,458
116
$1.67M 0.22%
4,572
-440
117
$1.58M 0.21%
13,742
-5
118
$1.56M 0.2%
3,808
-10
119
$1.56M 0.2%
5,070
+387
120
$1.53M 0.2%
18,460
+1,210
121
$1.51M 0.2%
19,702
-1,019
122
$1.51M 0.2%
490
-6
123
$1.48M 0.19%
3,409
-540
124
$1.47M 0.19%
3,205
-30
125
$1.43M 0.19%
7,582
-1,211
3 4
5
6 7