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
576
$19.1K ﹤0.01%
1,726
577
$18.4K ﹤0.01%
400
578
$18K ﹤0.01%
1,550
579
$17.9K ﹤0.01%
500
-350
580
$17.8K ﹤0.01%
1,295
-400
581
$17.5K ﹤0.01%
200
582
$17.4K ﹤0.01%
1,354
583
$17.4K ﹤0.01%
500
584
$17.3K ﹤0.01%
1,300
585
$17.1K ﹤0.01%
200
586
$17.1K ﹤0.01%
249
+13
587
$17K ﹤0.01%
550
588
$16.9K ﹤0.01%
300
589
$16.9K ﹤0.01%
2,000
590
$16.8K ﹤0.01%
317
591
$16.5K ﹤0.01%
379
-215
592
$16.5K ﹤0.01%
100
593
$16.5K ﹤0.01%
1,814
594
$16.4K ﹤0.01%
400
595
$16.4K ﹤0.01%
300
596
$16.2K ﹤0.01%
800
-10,700
597
$16K ﹤0.01%
1,000
598
$15.9K ﹤0.01%
166
599
$15.8K ﹤0.01%
356
-300
600
$15.8K ﹤0.01%
300
22 23
24
25 26