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
501
$42.4K 0.01%
468
-153
502
$42.3K 0.01%
1,008
503
$40.5K 0.01%
1,000
-2,000
504
$39.9K 0.01%
247
505
$39.3K 0.01%
1,000
506
$38.8K 0.01%
1,150
+1,000
507
$38.3K 0.01%
225
508
$37.8K 0.01%
645
509
$37.3K 0.01%
1,121
510
$37K 0.01%
462
-686
511
$36.3K 0.01%
2,031
-1,000
512
$36.3K 0.01%
750
513
$36.1K 0.01%
1,500
-5,000
514
$36.1K 0.01%
352
515
$35.8K 0.01%
586
516
$35.6K 0.01%
300
-24
517
$35.1K 0.01%
6,875
-5,502
518
$34.8K 0.01%
918
519
$34.5K 0.01%
360
-90
520
$34.1K 0.01%
666
521
$34.1K 0.01%
525
522
$33.6K 0.01%
600
523
$33K 0.01%
260
524
$33K 0.01%
1,000
525
$32.6K 0.01%
550
19 20
21
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