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
26
$3.51M 0.8%
42,039
+3,121
27
$3.38M 0.77%
114,590
-2,450
28
$3.36M 0.77%
37,186
-500
29
$3.34M 0.77%
42,485
-79
30
$3.34M 0.77%
16,507
+583
31
$3.34M 0.77%
288,348
+75,456
32
$3.31M 0.76%
71,678
+65
33
$3.15M 0.72%
6,964
34
$3.09M 0.71%
26,488
+804
35
$3.02M 0.69%
26,993
-981
36
$2.88M 0.66%
17,695
+94
37
$2.77M 0.63%
16,878
+100
38
$2.72M 0.62%
10,065
-114
39
$2.66M 0.61%
10,001
-13
40
$2.64M 0.6%
14,632
-134
41
$2.58M 0.59%
38,160
-1,463
42
$2.53M 0.58%
52,065
-1,126
43
$2.47M 0.56%
44,441
+347
44
$2.46M 0.56%
35,032
+3,345
45
$2.45M 0.56%
27,863
-1,138
46
$2.44M 0.56%
18,803
+6
47
$2.41M 0.55%
46,764
+1,518
48
$2.41M 0.55%
33,035
-287
49
$2.35M 0.54%
23,912
-1,115
50
$2.31M 0.53%
93,756
-6,000
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