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
676
$8.25K ﹤0.01%
125
677
$8.15K ﹤0.01%
140
678
$8.14K ﹤0.01%
221
679
$8.09K ﹤0.01%
250
680
$8.09K ﹤0.01%
375
681
$8.08K ﹤0.01%
130
682
$7.92K ﹤0.01%
+600
683
$7.83K ﹤0.01%
514
684
$7.75K ﹤0.01%
60
685
$7.71K ﹤0.01%
100
686
$7.64K ﹤0.01%
184
687
$7.54K ﹤0.01%
150
688
$7.18K ﹤0.01%
266
+1
689
$7.12K ﹤0.01%
250
690
$7.1K ﹤0.01%
408
691
$7.02K ﹤0.01%
75
692
$7K ﹤0.01%
400
693
$7K ﹤0.01%
1,250
694
$6.77K ﹤0.01%
200
695
$6.76K ﹤0.01%
150
696
$6.68K ﹤0.01%
42
697
$6.65K ﹤0.01%
600
698
$6.62K ﹤0.01%
375
-9,000
699
$6.56K ﹤0.01%
351
-150
700
$6.53K ﹤0.01%
130
26 27
28
29 30