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
426
$69K 0.02%
2,100
427
$68.9K 0.02%
797
428
$68.6K 0.02%
6,750
-1,600
429
$68K 0.02%
5,033
430
$67.8K 0.02%
714
-200
431
$67.7K 0.02%
1,000
432
$67.7K 0.02%
+660
433
$67.6K 0.02%
1,984
+1,974
434
$67.5K 0.02%
2,485
-476
435
$67.4K 0.02%
1,100
436
$66.7K 0.02%
1,456
437
$66.6K 0.02%
1,689
-40
438
$66.3K 0.02%
890
+40
439
$66K 0.02%
3,100
440
$65.9K 0.02%
225
441
$65.3K 0.01%
713
442
$64.6K 0.01%
650
443
$63.6K 0.01%
935
444
$63.4K 0.01%
1,200
445
$63K 0.01%
959
446
$62.1K 0.01%
1,538
+335
447
$61.4K 0.01%
3,637
-2,737
448
$61.3K 0.01%
2,719
+3
449
$61.1K 0.01%
1,183
450
$60.5K 0.01%
3,360
16 17
18
19 20