AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+6.92%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$437M
AUM Growth
+$31M
(+7.6%)
Cap. Flow
+$5.99M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
21.79%
Holding
847
New
15
Increased
139
Reduced
233
Closed
32
Top Buys
| 1 |
Amazon
AMZN
|
+$2.68M |
| 2 |
Apple
AAPL
|
+$1.49M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.25M |
| 4 |
Netflix
NFLX
|
+$891K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$875K |
Top Sells
| 1 |
PARA
Paramount Global Class B
PARA
|
+$483K |
| 2 |
American International
AIG
|
+$458K |
| 3 |
Microsoft
MSFT
|
+$430K |
| 4 |
GSK
GSK
|
+$358K |
| 5 |
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% |
