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
726
$4.71K ﹤0.01%
200
727
$4.68K ﹤0.01%
500
728
$4.66K ﹤0.01%
80
729
$4.57K ﹤0.01%
1,000
+500
730
$4.46K ﹤0.01%
25
731
$4.36K ﹤0.01%
224
732
$4.3K ﹤0.01%
147
733
$4.22K ﹤0.01%
100
734
$4.18K ﹤0.01%
300
735
$4.18K ﹤0.01%
100
736
$4.12K ﹤0.01%
50
737
$4.07K ﹤0.01%
86
738
$4.05K ﹤0.01%
100
739
$4.04K ﹤0.01%
10
740
$4.04K ﹤0.01%
72
741
$4.02K ﹤0.01%
21
742
$3.97K ﹤0.01%
107
743
$3.82K ﹤0.01%
50
744
$3.79K ﹤0.01%
156
745
$3.78K ﹤0.01%
109
746
$3.75K ﹤0.01%
170
747
$3.73K ﹤0.01%
1,500
748
$3.73K ﹤0.01%
58
749
$3.71K ﹤0.01%
40
750
$3.58K ﹤0.01%
250
28 29
30
31 32