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
201
$631K 0.08%
5,111
202
$609K 0.08%
14,901
-715
203
$606K 0.08%
2,224
+592
204
$605K 0.08%
12,220
-250
205
$605K 0.08%
5,471
-7,783
206
$598K 0.08%
4,220
-155
207
$594K 0.08%
4,859
-119
208
$589K 0.08%
2,906
+378
209
$589K 0.08%
15,606
-374
210
$586K 0.08%
18,766
-3,047
211
$585K 0.08%
18,611
-497
212
$584K 0.08%
2,322
-125
213
$583K 0.08%
1,676
+378
214
$582K 0.08%
20,503
-542
215
$580K 0.08%
1,318
216
$553K 0.07%
8,114
-93
217
$547K 0.07%
31,695
218
$547K 0.07%
4,151
219
$540K 0.07%
5,248
+717
220
$539K 0.07%
7,170
+292
221
$538K 0.07%
7,757
-100
222
$535K 0.07%
1,417
+58
223
$535K 0.07%
8,400
+500
224
$531K 0.07%
3,052
+215
225
$528K 0.07%
62,369
-600
7 8
9
10 11