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
401
$84.8K 0.02%
3,391
402
$83.7K 0.02%
5,600
-8,700
403
$82.4K 0.02%
2,348
-167
404
$82.3K 0.02%
880
405
$82.3K 0.02%
763
406
$82.1K 0.02%
1,546
407
$82K 0.02%
1,860
408
$81.8K 0.02%
640
409
$81.3K 0.02%
1,000
-1,500
410
$80.8K 0.02%
1,050
-200
411
$79.9K 0.02%
1,000
-200
412
$79.7K 0.02%
1,850
413
$79.5K 0.02%
1,241
414
$77.2K 0.02%
2,235
+2
415
$76.2K 0.02%
2,185
+648
416
$75.7K 0.02%
3,600
-9,100
417
$75.2K 0.02%
2,500
418
$74.6K 0.02%
478
419
$73.3K 0.02%
2,903
420
$73.3K 0.02%
1,219
421
$73K 0.02%
5,532
422
$72.4K 0.02%
1,159
423
$71.5K 0.02%
5,000
424
$70.4K 0.02%
2,676
-398
425
$70K 0.02%
972
-977
15 16
17
18 19