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
726
$4.68K ﹤0.01%
500
727
$4.66K ﹤0.01%
80
728
$4.57K ﹤0.01%
1,000
+500
729
$4.46K ﹤0.01%
25
730
$4.36K ﹤0.01%
224
731
$4.3K ﹤0.01%
147
732
$4.22K ﹤0.01%
100
733
$4.18K ﹤0.01%
300
734
$4.18K ﹤0.01%
100
735
$4.12K ﹤0.01%
50
736
$4.07K ﹤0.01%
86
737
$4.05K ﹤0.01%
100
738
$4.04K ﹤0.01%
10
739
$4.04K ﹤0.01%
72
740
$4.02K ﹤0.01%
21
741
$3.97K ﹤0.01%
107
742
$3.82K ﹤0.01%
50
743
$3.79K ﹤0.01%
156
744
$3.78K ﹤0.01%
109
745
$3.75K ﹤0.01%
170
746
$3.73K ﹤0.01%
1,500
747
$3.73K ﹤0.01%
58
748
$3.71K ﹤0.01%
40
749
$3.58K ﹤0.01%
250
750
$3.48K ﹤0.01%
105
28 29
30
31 32