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
701
$6.53K ﹤0.01%
130
702
$6.43K ﹤0.01%
47
703
$6.42K ﹤0.01%
375
704
$6.32K ﹤0.01%
69
705
$6.13K ﹤0.01%
100
706
$6.12K ﹤0.01%
300
707
$6.12K ﹤0.01%
237
708
$6.11K ﹤0.01%
75
709
$6.1K ﹤0.01%
50
710
$6.05K ﹤0.01%
324
-1,000
711
$5.84K ﹤0.01%
422
712
$5.83K ﹤0.01%
100
713
$5.71K ﹤0.01%
308
+3
714
$5.64K ﹤0.01%
500
-14,368
715
$5.61K ﹤0.01%
145
716
$5.56K ﹤0.01%
35
717
$5.52K ﹤0.01%
62
718
$5.49K ﹤0.01%
50
719
$5.37K ﹤0.01%
73
720
$5.27K ﹤0.01%
119
721
$5.26K ﹤0.01%
1,000
722
$5.15K ﹤0.01%
+600
723
$5.07K ﹤0.01%
92
724
$4.93K ﹤0.01%
200
725
$4.9K ﹤0.01%
350