AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$2.52M
2
+$1.37M
3
+$1.25M
4
NFLX icon
Netflix
NFLX
+$865K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$859K

Top Sells

1
+$464K
2
+$462K
3
+$408K
4
GSK icon
GSK
GSK
+$362K
5
VRSN icon
VeriSign
VRSN
+$341K

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
376
$100K 0.02%
3,260
-200
377
$100K 0.02%
5,432
-1,391
378
$98.7K 0.02%
360
379
$98.4K 0.02%
740
380
$98K 0.02%
586
381
$97.6K 0.02%
1,115
+50
382
$96K 0.02%
2,396
383
$95.4K 0.02%
2,529
-1,000
384
$95.2K 0.02%
31,308
+15,600
385
$93.4K 0.02%
554
-150
386
$93.2K 0.02%
1,979
387
$93.2K 0.02%
1,461
388
$92.2K 0.02%
775
+425
389
$91.1K 0.02%
1,850
390
$91.1K 0.02%
3,080
391
$91K 0.02%
800
392
$90.1K 0.02%
2,340
+200
393
$90K 0.02%
1,798
394
$89.5K 0.02%
1,375
395
$87.6K 0.02%
603
396
$87.5K 0.02%
4,400
397
$87.4K 0.02%
775
-1,000
398
$86.7K 0.02%
780
399
$86.7K 0.02%
1,000
400
$86.2K 0.02%
2,158
14 15
16
17 18