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
351
$124K 0.03%
1,894
-150
352
$120K 0.03%
1,430
+500
353
$118K 0.03%
2,920
354
$116K 0.03%
5,467
+6
355
$115K 0.03%
3,967
+1,490
356
$115K 0.03%
2,156
-8,600
357
$114K 0.03%
547
358
$113K 0.03%
9,672
359
$113K 0.03%
1,575
+400
360
$112K 0.03%
600
361
$111K 0.03%
2,050
362
$110K 0.03%
1,049
363
$110K 0.03%
300
364
$109K 0.03%
1,649
-775
365
$108K 0.02%
2,246
366
$108K 0.02%
1,480
367
$106K 0.02%
1,977
-500
368
$106K 0.02%
2,575
+125
369
$105K 0.02%
5,085
+775
370
$105K 0.02%
2,750
-500
371
$104K 0.02%
7,200
-1,200
372
$104K 0.02%
4,050
373
$103K 0.02%
1,992
-100
374
$103K 0.02%
1,512
375
$102K 0.02%
655
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15
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