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
301
$192K 0.04%
2,375
+98
302
$191K 0.04%
3,543
-474
303
$186K 0.04%
2,030
+35
304
$186K 0.04%
2,481
-500
305
$183K 0.04%
1,148
306
$181K 0.04%
900
307
$181K 0.04%
8,211
+3
308
$180K 0.04%
3,000
309
$177K 0.04%
2,095
310
$176K 0.04%
2,600
311
$173K 0.04%
2,000
312
$170K 0.04%
1,337
313
$168K 0.04%
2,475
314
$167K 0.04%
3,100
315
$167K 0.04%
6,750
316
$167K 0.04%
10,250
317
$167K 0.04%
3,024
-65
318
$165K 0.04%
3,272
319
$165K 0.04%
2,867
-8,400
320
$163K 0.04%
3,507
-204
321
$162K 0.04%
10,000
322
$161K 0.04%
1,890
-138
323
$160K 0.04%
3,635
-53
324
$159K 0.04%
900
325
$158K 0.04%
3,907
-500
11 12
13
14 15