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
451
$60.5K 0.01%
3,360
452
$60.4K 0.01%
692
453
$60.3K 0.01%
1,800
454
$60.3K 0.01%
1,057
455
$59.9K 0.01%
2,000
+1,600
456
$57.8K 0.01%
493
457
$57.4K 0.01%
849
-785
458
$57.4K 0.01%
537
459
$57.2K 0.01%
914
460
$57.1K 0.01%
1,150
+150
461
$57.1K 0.01%
713
462
$56K 0.01%
2,600
-400
463
$55.3K 0.01%
5,665
+3
464
$55.3K 0.01%
+825
465
$55.1K 0.01%
320
466
$54.1K 0.01%
1,391
+112
467
$54K 0.01%
330
+130
468
$53.3K 0.01%
1,793
469
$52.8K 0.01%
607
470
$52.5K 0.01%
1,090
471
$52.4K 0.01%
397
472
$52.2K 0.01%
667
-333
473
$52K 0.01%
325
474
$50.7K 0.01%
1,707
475
$49.9K 0.01%
590
-75
17 18
19
20 21