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
126
$710K 0.2%
7,764
+113
127
$705K 0.2%
4,782
-200
128
$703K 0.2%
16,094
+2,435
129
$702K 0.2%
11,054
-2,710
130
$700K 0.2%
2,801
+98
131
$698K 0.2%
13,077
-783
132
$696K 0.2%
5,494
+1,207
133
$690K 0.2%
18,592
-4,587
134
$677K 0.19%
3,985
-60
135
$669K 0.19%
33,191
+351
136
$665K 0.19%
10,200
+1,600
137
$662K 0.19%
7,859
-175
138
$636K 0.18%
3,122
-1,915
139
$616K 0.18%
17,065
-1,971
140
$569K 0.16%
15,415
-240
141
$567K 0.16%
33,480
-8,150
142
$549K 0.16%
8,770
-4,066
143
$548K 0.16%
10,450
-229
144
$546K 0.16%
28,082
145
$545K 0.16%
5,024
+637
146
$544K 0.15%
45,690
-2,979
147
$539K 0.15%
26,978
+727
148
$535K 0.15%
1,363
+30
149
$534K 0.15%
3,195
-1,930
150
$529K 0.15%
8,000
-3,400
4 5
6
7 8