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
251
$281K 0.06%
9,638
252
$280K 0.06%
2,512
253
$278K 0.06%
5,380
-275
254
$277K 0.06%
11,676
255
$274K 0.06%
3,093
-57
256
$267K 0.06%
28,875
257
$267K 0.06%
1,657
258
$267K 0.06%
1,302
259
$266K 0.06%
14,385
-450
260
$261K 0.06%
7,400
261
$257K 0.06%
9,971
-115
262
$257K 0.06%
20,072
263
$255K 0.06%
1,957
-91
264
$254K 0.06%
3,053
265
$251K 0.06%
6,669
+4
266
$250K 0.06%
1,375
-100
267
$249K 0.06%
6,754
-100
268
$243K 0.06%
4,095
269
$242K 0.06%
13,625
270
$241K 0.06%
8,500
-7,700
271
$239K 0.05%
1,200
272
$238K 0.05%
9,820
273
$229K 0.05%
2,067
274
$228K 0.05%
5,924
275
$228K 0.05%
4,150
-667
9 10
11
12 13