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
$437M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.49M
3
+$1.25M
4
NFLX icon
Netflix
NFLX
+$891K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$875K

Top Sells

1
+$483K
2
+$458K
3
+$430K
4
GSK icon
GSK
GSK
+$358K
5
VRSN icon
VeriSign
VRSN
+$356K

Sector Composition

1 Financials 12.83%
2 Healthcare 12.06%
3 Technology 11.76%
4 Industrials 9.43%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$344K 0.08%
9,259
-1,698
227
$334K 0.08%
5,265
-85
228
$326K 0.07%
4,462
-463
229
$324K 0.07%
3,201
230
$322K 0.07%
13,185
-3,298
231
$321K 0.07%
5,240
232
$317K 0.07%
3,424
-31
233
$316K 0.07%
6,400
234
$316K 0.07%
13,008
235
$316K 0.07%
4,415
236
$316K 0.07%
9,570
-180
237
$314K 0.07%
18,742
+8,320
238
$311K 0.07%
9,000
239
$311K 0.07%
10,200
-11,040
240
$308K 0.07%
1,925
-2,225
241
$302K 0.07%
4,105
242
$299K 0.07%
5,954
-7,120
243
$297K 0.07%
3,613
244
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3,006
245
$296K 0.07%
3,667
-200
246
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2,570
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247
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11,504
-425
248
$282K 0.06%
12,093
-2,667
249
$281K 0.06%
3,225
250
$281K 0.06%
30,000
8 9
10
11 12