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
1
$29.8M 3.9%
94,505
+1,883
2
$21.6M 2.82%
93,787
+1,013
3
$19.5M 2.54%
113,816
+3,449
4
$14.9M 1.95%
742,362
+89,991
5
$14.7M 1.92%
869,907
-35,793
6
$13.9M 1.82%
672,937
+7,225
7
$13.7M 1.79%
38,240
+987
8
$12.9M 1.68%
82,817
+4,643
9
$12.5M 1.63%
83,647
+61
10
$12.3M 1.6%
104,506
+6,300
11
$12M 1.57%
91,275
-662
12
$11.9M 1.55%
633,680
+20,912
13
$10.9M 1.43%
7,918
14
$10.7M 1.39%
30,470
+433
15
$10M 1.31%
76,628
+6,288
16
$8.42M 1.1%
16,706
+916
17
$8.19M 1.07%
52,546
+507
18
$8.13M 1.06%
19,586
-1,911
19
$7.97M 1.04%
38,330
+500
20
$7.95M 1.04%
77,230
+1,517
21
$7.89M 1.03%
105,035
+2,478
22
$7.66M 1%
28,903
-639
23
$7.5M 0.98%
13,960
+96
24
$7.49M 0.98%
36,791
+113
25
$7.32M 0.96%
324,456
-3,414
1
2 3 4 5