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
151
$1.06M 0.14%
63,950
-10,943
152
$1.06M 0.14%
5,524
-50
153
$1.03M 0.13%
53,220
+4,618
154
$1.02M 0.13%
9,638
+429
155
$1.01M 0.13%
17,305
+1,900
156
$1.01M 0.13%
7,165
+188
157
$999K 0.13%
36,490
+2,000
158
$990K 0.13%
58,278
+4,250
159
$987K 0.13%
1,199
+168
160
$986K 0.13%
3,120
161
$965K 0.13%
16,445
-50
162
$960K 0.13%
8,721
-586
163
$945K 0.12%
22,147
-1,534
164
$942K 0.12%
67,130
+3,900
165
$939K 0.12%
21,800
-360
166
$934K 0.12%
9,552
+905
167
$925K 0.12%
30,164
+5
168
$898K 0.12%
9,850
-54
169
$898K 0.12%
6,740
-400
170
$890K 0.12%
12,510
-1,200
171
$877K 0.11%
16,908
+553
172
$876K 0.11%
8,266
173
$871K 0.11%
11,485
+2,066
174
$862K 0.11%
2,665
-844
175
$843K 0.11%
16,905
-140
5 6
7
8 9