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
576
$19.5K ﹤0.01%
132
577
$19.1K ﹤0.01%
1,726
578
$18.4K ﹤0.01%
400
579
$18K ﹤0.01%
1,550
580
$17.9K ﹤0.01%
500
-350
581
$17.8K ﹤0.01%
1,295
-400
582
$17.5K ﹤0.01%
200
583
$17.4K ﹤0.01%
1,354
584
$17.4K ﹤0.01%
500
585
$17.3K ﹤0.01%
1,300
586
$17.1K ﹤0.01%
200
587
$17.1K ﹤0.01%
249
+13
588
$17K ﹤0.01%
550
589
$16.9K ﹤0.01%
300
590
$16.9K ﹤0.01%
2,000
591
$16.8K ﹤0.01%
239
592
$16.5K ﹤0.01%
379
-215
593
$16.5K ﹤0.01%
100
594
$16.5K ﹤0.01%
1,814
595
$16.4K ﹤0.01%
400
596
$16.4K ﹤0.01%
300
597
$16.2K ﹤0.01%
800
-10,700
598
$16K ﹤0.01%
1,000
599
$15.9K ﹤0.01%
166
600
$15.8K ﹤0.01%
356
-300