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
626
$12.2K ﹤0.01%
1,000
627
$12.2K ﹤0.01%
275
628
$11.9K ﹤0.01%
10
629
$11.7K ﹤0.01%
2,780
630
$11.6K ﹤0.01%
400
631
$11.6K ﹤0.01%
300
632
$11.5K ﹤0.01%
100
633
$11.4K ﹤0.01%
500
634
$11.2K ﹤0.01%
88
-36
635
$10.9K ﹤0.01%
376
636
$10.9K ﹤0.01%
188
637
$10.8K ﹤0.01%
180
638
$10.7K ﹤0.01%
350
639
$10.6K ﹤0.01%
155
640
$10.6K ﹤0.01%
+76
641
$10.6K ﹤0.01%
27
642
$10.3K ﹤0.01%
105
643
$10.3K ﹤0.01%
1,000
644
$10.2K ﹤0.01%
100
645
$10.1K ﹤0.01%
180
646
$10.1K ﹤0.01%
25
647
$10.1K ﹤0.01%
179
648
$10.1K ﹤0.01%
180
649
$10.1K ﹤0.01%
47
650
$9.87K ﹤0.01%
206
+2
24 25
26
27 28