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
426
$70K 0.02%
972
-977
427
$69K 0.02%
2,100
428
$68.9K 0.02%
797
429
$68.6K 0.02%
6,750
-1,600
430
$68K 0.02%
5,033
431
$67.8K 0.02%
714
-200
432
$67.7K 0.02%
1,000
433
$67.7K 0.02%
+660
434
$67.6K 0.02%
1,984
+1,974
435
$67.5K 0.02%
2,485
-476
436
$67.4K 0.02%
1,100
437
$66.7K 0.02%
1,456
438
$66.6K 0.02%
1,689
-40
439
$66.3K 0.02%
890
+40
440
$66K 0.02%
3,100
441
$65.9K 0.02%
225
442
$65.3K 0.01%
713
443
$64.6K 0.01%
650
444
$63.6K 0.01%
935
445
$63.4K 0.01%
1,200
446
$63K 0.01%
959
447
$62.1K 0.01%
1,538
+335
448
$61.4K 0.01%
3,637
-2,737
449
$61.3K 0.01%
2,719
+3
450
$61.1K 0.01%
1,183
16 17
18
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