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
276
$227K 0.05%
2,502
-167
277
$225K 0.05%
1,555
-27
278
$225K 0.05%
3,075
279
$223K 0.05%
8,170
280
$222K 0.05%
3,130
281
$222K 0.05%
8,950
+500
282
$219K 0.05%
2,866
283
$217K 0.05%
4,530
-75
284
$216K 0.05%
10,220
-1,252
285
$213K 0.05%
3,198
286
$212K 0.05%
2,960
+335
287
$211K 0.05%
8,036
-450
288
$211K 0.05%
23,952
-939
289
$210K 0.05%
5,329
+219
290
$207K 0.05%
4,812
291
$206K 0.05%
5,465
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292
$203K 0.05%
1,592
293
$200K 0.05%
8,099
294
$198K 0.05%
1,400
-200
295
$198K 0.05%
8,158
296
$198K 0.05%
7,942
297
$197K 0.05%
1,521
+221
298
$196K 0.05%
2,496
299
$195K 0.04%
6,690
+1,215
300
$192K 0.04%
1,166
-25
10 11
12
13 14