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
176
$421K 0.12%
4,884
-50
177
$421K 0.12%
5,562
-1,550
178
$420K 0.12%
3,000
179
$417K 0.12%
12,028
-457
180
$410K 0.12%
1,863
-11
181
$406K 0.12%
4,396
+308
182
$395K 0.11%
19,259
-140
183
$393K 0.11%
2,790
-25
184
$391K 0.11%
11,693
+254
185
$391K 0.11%
9,855
-1,728
186
$387K 0.11%
29,270
+28,530
187
$387K 0.11%
16,140
188
$384K 0.11%
12,004
+10,548
189
$383K 0.11%
2,391
-20
190
$382K 0.11%
5,500
191
$380K 0.11%
6,342
+1,179
192
$380K 0.11%
5,110
-70
193
$380K 0.11%
7,181
+403
194
$362K 0.1%
3,075
195
$361K 0.1%
9,482
-1,147
196
$360K 0.1%
16,322
197
$359K 0.1%
25,475
198
$354K 0.1%
12,513
-3,807
199
$353K 0.1%
8,027
-210
200
$347K 0.1%
5,879
-300
6 7
8
9 10