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
751
$3.48K ﹤0.01%
105
752
$3.37K ﹤0.01%
125
753
$3.36K ﹤0.01%
103
754
$3.33K ﹤0.01%
100
755
$3.26K ﹤0.01%
97
-163
756
$3.16K ﹤0.01%
37
757
$3.13K ﹤0.01%
55
758
$3.11K ﹤0.01%
105
759
$3.02K ﹤0.01%
3,800
-13,000
760
$2.88K ﹤0.01%
100
761
$2.77K ﹤0.01%
30
762
$2.73K ﹤0.01%
50
763
$2.67K ﹤0.01%
80
764
$2.59K ﹤0.01%
700
765
$2.57K ﹤0.01%
57
-95
766
$2.48K ﹤0.01%
90
767
$2.48K ﹤0.01%
80
768
$2.41K ﹤0.01%
200
769
$2.38K ﹤0.01%
100
770
$2.33K ﹤0.01%
50
771
$2.22K ﹤0.01%
113
-190
772
$2.19K ﹤0.01%
+5
773
$2.18K ﹤0.01%
68
-114
774
$2.12K ﹤0.01%
27
775
$2.09K ﹤0.01%
36
29 30
31
32 33