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
51
$2.24M 0.51%
63,287
+790
52
$2.22M 0.51%
50,983
-982
53
$2.16M 0.49%
25,914
-97
54
$2.12M 0.49%
18,792
-84
55
$2.11M 0.48%
1,062
-40
56
$2.08M 0.48%
16,975
-286
57
$2.03M 0.46%
40,424
-2,700
58
$2.01M 0.46%
11,162
+272
59
$2.01M 0.46%
24,370
-547
60
$2M 0.46%
56,770
-5,050
61
$1.92M 0.44%
7,876
-729
62
$1.9M 0.44%
48,707
+1,000
63
$1.89M 0.43%
17,723
-1,220
64
$1.88M 0.43%
24,359
+549
65
$1.85M 0.42%
10,436
-25
66
$1.84M 0.42%
13,141
+246
67
$1.8M 0.41%
38,592
-742
68
$1.79M 0.41%
24,586
+48
69
$1.78M 0.41%
11,790
+20
70
$1.77M 0.41%
33,676
-2,834
71
$1.75M 0.4%
10,665
+754
72
$1.74M 0.4%
11,656
73
$1.74M 0.4%
21,317
-1,425
74
$1.73M 0.4%
16,365
-52
75
$1.68M 0.38%
15,639
-500
1 2
3
4 5