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
501
$42.4K 0.01%
1,000
502
$42.4K 0.01%
468
-153
503
$42.3K 0.01%
1,008
504
$40.5K 0.01%
1,000
-2,000
505
$39.9K 0.01%
247
506
$39.3K 0.01%
1,000
507
$38.8K 0.01%
1,150
+1,000
508
$38.3K 0.01%
225
509
$37.8K 0.01%
645
510
$37.3K 0.01%
1,121
511
$37K 0.01%
462
-686
512
$36.3K 0.01%
2,031
-1,000
513
$36.3K 0.01%
750
514
$36.1K 0.01%
1,500
-5,000
515
$36.1K 0.01%
352
516
$35.8K 0.01%
586
517
$35.6K 0.01%
300
-24
518
$35.1K 0.01%
6,875
-5,502
519
$34.8K 0.01%
459
520
$34.5K 0.01%
120
-30
521
$34.1K 0.01%
666
522
$34.1K 0.01%
525
523
$33.6K 0.01%
600
524
$33K 0.01%
260
525
$33K 0.01%
1,000
19 20
21
22 23