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
526
$32.6K 0.01%
550
527
$32.5K 0.01%
535
528
$32.4K 0.01%
444
529
$32.2K 0.01%
1,500
530
$31.8K 0.01%
1,800
531
$30.9K 0.01%
303
532
$30.8K 0.01%
+350
533
$29.6K 0.01%
337
534
$29.1K 0.01%
553
535
$28.6K 0.01%
452
+4
536
$27.9K 0.01%
800
537
$27.7K 0.01%
133
538
$27.4K 0.01%
800
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539
$27.2K 0.01%
500
540
$26.4K 0.01%
205
541
$26K 0.01%
463
542
$26K 0.01%
1,162
543
$25.9K 0.01%
2,000
544
$25.7K 0.01%
2,000
545
$25.6K 0.01%
1,440
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546
$25.4K 0.01%
631
-1,674
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$25.4K 0.01%
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548
$25.1K 0.01%
1,700
-2,000
549
$24.6K 0.01%
2,907
+2
550
$24.6K 0.01%
225