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
476
$49.8K 0.01%
594
+36
477
$49.7K 0.01%
856
-111
478
$48K 0.01%
1,100
479
$47.3K 0.01%
3,250
480
$47K 0.01%
1,005
+160
481
$46.9K 0.01%
255
482
$46.8K 0.01%
340
483
$46.6K 0.01%
1,069
+83
484
$46.5K 0.01%
800
485
$45.9K 0.01%
2,689
486
$45.6K 0.01%
886
487
$45.5K 0.01%
440
488
$45.4K 0.01%
1,033
+96
489
$45.4K 0.01%
1,992
490
$45.3K 0.01%
1,740
491
$45K 0.01%
1,876
492
$44.9K 0.01%
1,929
493
$44.7K 0.01%
660
+60
494
$44.1K 0.01%
7,507
495
$43.9K 0.01%
1,920
+607
496
$43.8K 0.01%
346
497
$43.4K 0.01%
319
498
$43.1K 0.01%
1,273
499
$42.8K 0.01%
1,000
500
$42.8K 0.01%
1,200