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
776
$2.03K ﹤0.01%
35
777
$2.02K ﹤0.01%
750
778
$2.01K ﹤0.01%
37
-62
779
$2K ﹤0.01%
52
780
$1.91K ﹤0.01%
80
781
$1.89K ﹤0.01%
100
782
$1.84K ﹤0.01%
150
783
$1.8K ﹤0.01%
100
784
$1.74K ﹤0.01%
55
785
$1.69K ﹤0.01%
20
786
$1.65K ﹤0.01%
50
787
$1.38K ﹤0.01%
20
-183
788
$1.25K ﹤0.01%
+13
789
$1.19K ﹤0.01%
46
790
$1.18K ﹤0.01%
215
-6
791
$1.02K ﹤0.01%
+13
792
$973 ﹤0.01%
22
-5
793
$960 ﹤0.01%
500
794
$890 ﹤0.01%
40
-40
795
$883 ﹤0.01%
200
796
$878 ﹤0.01%
+79
797
$843 ﹤0.01%
10
798
$805 ﹤0.01%
14
-24
799
$744 ﹤0.01%
21
800
$718 ﹤0.01%
20
30 31
32
33 34