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
551
$24K 0.01%
448
552
$23.6K 0.01%
235
553
$23.6K 0.01%
938
554
$23.4K 0.01%
1,200
555
$22.9K 0.01%
1,000
-1,700
556
$22.8K 0.01%
233
557
$22.6K 0.01%
6,000
558
$22.2K 0.01%
503
559
$21.8K 0.01%
229
560
$21.6K ﹤0.01%
1,178
561
$21.4K ﹤0.01%
+60
562
$21.3K ﹤0.01%
300
563
$21.3K ﹤0.01%
683
564
$21.1K ﹤0.01%
155
565
$21K ﹤0.01%
320
566
$20.9K ﹤0.01%
170
567
$20.5K ﹤0.01%
710
568
$20.2K ﹤0.01%
260
569
$20.2K ﹤0.01%
364
570
$20.2K ﹤0.01%
115
-245
571
$20K ﹤0.01%
+42
572
$19.7K ﹤0.01%
2,800
573
$19.6K ﹤0.01%
273
574
$19.5K ﹤0.01%
777
575
$19.5K ﹤0.01%
132