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
126
$1.42M 0.19%
5,294
-163
127
$1.41M 0.18%
2,894
-94
128
$1.39M 0.18%
7,596
-4,809
129
$1.38M 0.18%
9,079
-50
130
$1.34M 0.18%
13,014
+6,141
131
$1.33M 0.17%
18,466
+611
132
$1.31M 0.17%
14,352
-375
133
$1.3M 0.17%
9,434
-96
134
$1.29M 0.17%
22,279
+460
135
$1.28M 0.17%
28,687
-10,807
136
$1.27M 0.17%
5,534
+1,010
137
$1.26M 0.16%
4,390
+1,095
138
$1.25M 0.16%
9,549
+8,828
139
$1.22M 0.16%
18,148
-2,245
140
$1.22M 0.16%
13,424
141
$1.22M 0.16%
8,155
-41
142
$1.2M 0.16%
19,333
+624
143
$1.19M 0.16%
4,086
+167
144
$1.16M 0.15%
2,271
-59
145
$1.15M 0.15%
9,636
-349
146
$1.13M 0.15%
5,118
147
$1.12M 0.15%
20,371
+883
148
$1.1M 0.14%
14,582
+942
149
$1.1M 0.14%
12,477
+3,166
150
$1.08M 0.14%
27,867
-49
4 5
6
7 8