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
401
$86.2K 0.02%
2,158
402
$84.8K 0.02%
3,391
403
$83.7K 0.02%
5,600
-8,700
404
$82.4K 0.02%
2,348
-167
405
$82.3K 0.02%
880
406
$82.3K 0.02%
763
407
$82.1K 0.02%
1,546
408
$82K 0.02%
1,860
409
$81.8K 0.02%
640
410
$81.3K 0.02%
1,000
-1,500
411
$80.8K 0.02%
1,050
-200
412
$79.9K 0.02%
1,000
-200
413
$79.7K 0.02%
1,850
414
$79.5K 0.02%
1,241
415
$77.2K 0.02%
2,235
+2
416
$76.2K 0.02%
2,185
+648
417
$75.7K 0.02%
3,600
-9,100
418
$75.2K 0.02%
2,500
419
$74.6K 0.02%
478
420
$73.3K 0.02%
2,903
421
$73.3K 0.02%
1,219
422
$73K 0.02%
5,532
423
$72.4K 0.02%
1,159
424
$71.5K 0.02%
5,000
425
$70.4K 0.02%
2,676
-398
15 16
17
18 19