AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
326
$158K 0.04%
2,071
+2
327
$157K 0.04%
4,236
328
$155K 0.04%
1,505
329
$155K 0.04%
920
330
$155K 0.04%
1,870
331
$153K 0.03%
12,000
332
$148K 0.03%
9,455
333
$147K 0.03%
5,700
334
$146K 0.03%
3,379
-2,728
335
$144K 0.03%
5,239
+451
336
$144K 0.03%
3,084
337
$142K 0.03%
2,156
338
$138K 0.03%
1,995
+250
339
$136K 0.03%
1,240
-165
340
$135K 0.03%
2,750
+200
341
$135K 0.03%
3,200
-900
342
$134K 0.03%
4,586
343
$132K 0.03%
2,136
+300
344
$129K 0.03%
995
345
$128K 0.03%
2,476
346
$128K 0.03%
2,352
-400
347
$128K 0.03%
2,700
348
$127K 0.03%
1,270
+1,020
349
$127K 0.03%
2,950
350
$125K 0.03%
1,816
12 13
14
15 16