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
526
$32.5K 0.01%
535
527
$32.4K 0.01%
444
528
$32.2K 0.01%
1,500
529
$31.8K 0.01%
1,800
530
$30.9K 0.01%
303
531
$30.8K 0.01%
+350
532
$29.6K 0.01%
337
533
$29.1K 0.01%
1,106
534
$28.6K 0.01%
452
+4
535
$27.9K 0.01%
800
536
$27.7K 0.01%
133
537
$27.4K 0.01%
800
-750
538
$27.2K 0.01%
500
539
$26.4K 0.01%
205
540
$26K 0.01%
463
541
$26K 0.01%
1,162
542
$25.9K 0.01%
2,000
543
$25.7K 0.01%
2,000
544
$25.6K 0.01%
2,880
+1,200
545
$25.4K 0.01%
631
-1,674
546
$25.4K 0.01%
1,200
547
$25.1K 0.01%
1,700
-2,000
548
$24.6K 0.01%
2,907
+2
549
$24.6K 0.01%
225
550
$24.4K 0.01%
2,500
-5,133
20 21
22
23 24