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
551
$24.4K 0.01%
2,500
-5,133
552
$24K 0.01%
448
553
$23.6K 0.01%
235
554
$23.6K 0.01%
938
555
$23.4K 0.01%
1,200
556
$22.9K 0.01%
1,000
-1,700
557
$22.8K 0.01%
233
558
$22.6K 0.01%
6,000
559
$22.2K 0.01%
503
560
$21.8K 0.01%
229
561
$21.6K ﹤0.01%
1,178
562
$21.4K ﹤0.01%
+60
563
$21.3K ﹤0.01%
300
564
$21.3K ﹤0.01%
683
565
$21.1K ﹤0.01%
155
566
$21K ﹤0.01%
320
567
$20.9K ﹤0.01%
170
568
$20.5K ﹤0.01%
710
569
$20.2K ﹤0.01%
260
570
$20.2K ﹤0.01%
364
571
$20.2K ﹤0.01%
115
-245
572
$20K ﹤0.01%
+42
573
$19.7K ﹤0.01%
2,800
574
$19.6K ﹤0.01%
273
575
$19.5K ﹤0.01%
777
21 22
23
24 25