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
626
$12.3K ﹤0.01%
693
+660
627
$12.2K ﹤0.01%
1,000
628
$12.2K ﹤0.01%
275
629
$11.9K ﹤0.01%
10
630
$11.7K ﹤0.01%
2,780
631
$11.6K ﹤0.01%
400
632
$11.6K ﹤0.01%
300
633
$11.5K ﹤0.01%
100
634
$11.4K ﹤0.01%
500
635
$11.2K ﹤0.01%
88
-36
636
$10.9K ﹤0.01%
188
637
$10.9K ﹤0.01%
188
638
$10.8K ﹤0.01%
180
639
$10.7K ﹤0.01%
350
640
$10.6K ﹤0.01%
155
641
$10.6K ﹤0.01%
+76
642
$10.6K ﹤0.01%
27
643
$10.3K ﹤0.01%
105
644
$10.3K ﹤0.01%
1,000
645
$10.2K ﹤0.01%
100
646
$10.1K ﹤0.01%
180
647
$10.1K ﹤0.01%
25
648
$10.1K ﹤0.01%
179
649
$10.1K ﹤0.01%
180
650
$10.1K ﹤0.01%
47