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
176
$809K 0.11%
11,945
+960
177
$806K 0.11%
6,988
+1,419
178
$801K 0.1%
21,850
+10,250
179
$796K 0.1%
17,311
+12,811
180
$788K 0.1%
9,070
-60
181
$783K 0.1%
10,728
-175
182
$783K 0.1%
7,684
-200
183
$780K 0.1%
7,785
184
$773K 0.1%
3,254
+420
185
$769K 0.1%
1,993
+214
186
$739K 0.1%
11,675
-100
187
$711K 0.09%
3,327
+275
188
$704K 0.09%
46,891
-2,139
189
$702K 0.09%
7,094
+226
190
$701K 0.09%
10,471
-1,859
191
$700K 0.09%
6,676
+6
192
$698K 0.09%
7,297
+1,272
193
$697K 0.09%
1,247
-429
194
$679K 0.09%
2,398
+44
195
$657K 0.09%
5,899
196
$642K 0.08%
12,827
-800
197
$642K 0.08%
7,792
-95
198
$640K 0.08%
1,719
+490
199
$638K 0.08%
3,999
+66
200
$633K 0.08%
3,739
6 7
8
9 10