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
476
$49.7K 0.01%
856
-111
477
$48K 0.01%
1,100
478
$47.3K 0.01%
3,250
479
$47K 0.01%
1,005
+160
480
$46.9K 0.01%
255
481
$46.8K 0.01%
340
482
$46.6K 0.01%
1,069
+83
483
$46.5K 0.01%
800
484
$45.9K 0.01%
2,689
485
$45.6K 0.01%
886
486
$45.5K 0.01%
440
487
$45.4K 0.01%
1,033
+96
488
$45.4K 0.01%
1,992
489
$45.3K 0.01%
1,740
490
$45K 0.01%
1,876
491
$44.9K 0.01%
1,929
492
$44.7K 0.01%
660
+60
493
$44.1K 0.01%
7,507
494
$43.9K 0.01%
1,920
+607
495
$43.8K 0.01%
346
496
$43.4K 0.01%
319
497
$43.1K 0.01%
1,273
498
$42.8K 0.01%
1,000
499
$42.8K 0.01%
1,200
500
$42.4K 0.01%
1,000
18 19
20
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