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
651
$9.87K ﹤0.01%
206
+2
652
$9.84K ﹤0.01%
160
+30
653
$9.83K ﹤0.01%
75
654
$9.74K ﹤0.01%
240
655
$9.73K ﹤0.01%
100
656
$9.66K ﹤0.01%
150
657
$9.64K ﹤0.01%
600
658
$9.63K ﹤0.01%
172
659
$9.53K ﹤0.01%
200
660
$9.38K ﹤0.01%
150
661
$9.27K ﹤0.01%
400
662
$9.22K ﹤0.01%
200
663
$9.19K ﹤0.01%
1,058
664
$9.16K ﹤0.01%
347
665
$9.15K ﹤0.01%
63
666
$9.06K ﹤0.01%
50
667
$8.94K ﹤0.01%
175
668
$8.87K ﹤0.01%
146
669
$8.8K ﹤0.01%
210
-2
670
$8.78K ﹤0.01%
+285
671
$8.77K ﹤0.01%
352
672
$8.71K ﹤0.01%
1,500
673
$8.53K ﹤0.01%
155
674
$8.38K ﹤0.01%
100
675
$8.31K ﹤0.01%
140