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
376
$101K 0.02%
3,092
-115
377
$100K 0.02%
3,260
-200
378
$100K 0.02%
5,432
-1,391
379
$98.7K 0.02%
360
380
$98.4K 0.02%
740
381
$98K 0.02%
586
382
$97.6K 0.02%
1,115
+50
383
$96K 0.02%
2,396
384
$95.4K 0.02%
2,529
-1,000
385
$95.2K 0.02%
31,308
+15,600
386
$93.4K 0.02%
554
-150
387
$93.2K 0.02%
1,979
388
$93.2K 0.02%
1,461
389
$92.2K 0.02%
775
+425
390
$91.1K 0.02%
1,850
391
$91.1K 0.02%
3,080
392
$91K 0.02%
800
393
$90.1K 0.02%
2,340
+200
394
$90K 0.02%
1,798
395
$89.5K 0.02%
1,375
396
$87.6K 0.02%
603
397
$87.5K 0.02%
4,400
398
$87.4K 0.02%
775
-1,000
399
$86.7K 0.02%
780
400
$86.7K 0.02%
1,000
14 15
16
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