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
601
$15.3K ﹤0.01%
450
-200
602
$15.2K ﹤0.01%
255
603
$15.1K ﹤0.01%
246
604
$14.9K ﹤0.01%
300
605
$14.8K ﹤0.01%
150
606
$14.7K ﹤0.01%
200
607
$14.6K ﹤0.01%
57
608
$14.5K ﹤0.01%
368
+300
609
$14.5K ﹤0.01%
150
610
$14.4K ﹤0.01%
900
-20,106
611
$14K ﹤0.01%
600
612
$13.9K ﹤0.01%
351
613
$13.6K ﹤0.01%
102
614
$13.4K ﹤0.01%
200
-450
615
$13.4K ﹤0.01%
200
616
$13.4K ﹤0.01%
100
617
$13.2K ﹤0.01%
200
618
$13.1K ﹤0.01%
185
619
$13K ﹤0.01%
344
620
$12.9K ﹤0.01%
740
-500
621
$12.6K ﹤0.01%
318
622
$12.5K ﹤0.01%
405
623
$12.4K ﹤0.01%
1,000
624
$12.4K ﹤0.01%
683
625
$12.3K ﹤0.01%
693
+660
23 24
25
26 27