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
601
$15.8K ﹤0.01%
300
602
$15.3K ﹤0.01%
450
-200
603
$15.2K ﹤0.01%
255
604
$15.1K ﹤0.01%
246
605
$14.9K ﹤0.01%
300
606
$14.8K ﹤0.01%
150
607
$14.7K ﹤0.01%
200
608
$14.6K ﹤0.01%
57
609
$14.5K ﹤0.01%
368
+300
610
$14.5K ﹤0.01%
150
611
$14.4K ﹤0.01%
900
-20,106
612
$14K ﹤0.01%
600
613
$13.9K ﹤0.01%
351
614
$13.6K ﹤0.01%
102
615
$13.4K ﹤0.01%
200
-450
616
$13.4K ﹤0.01%
200
617
$13.4K ﹤0.01%
100
618
$13.2K ﹤0.01%
200
619
$13.1K ﹤0.01%
185
620
$13K ﹤0.01%
172
621
$12.9K ﹤0.01%
740
-500
622
$12.6K ﹤0.01%
318
623
$12.5K ﹤0.01%
405
624
$12.4K ﹤0.01%
1,000
625
$12.4K ﹤0.01%
683
23 24
25
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