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
776
$2.04K ﹤0.01%
+100
777
$2.03K ﹤0.01%
35
778
$2.02K ﹤0.01%
750
779
$2.01K ﹤0.01%
37
-62
780
$2K ﹤0.01%
52
781
$1.91K ﹤0.01%
80
782
$1.89K ﹤0.01%
100
783
$1.84K ﹤0.01%
150
784
$1.8K ﹤0.01%
100
785
$1.74K ﹤0.01%
55
786
$1.69K ﹤0.01%
20
787
$1.65K ﹤0.01%
50
788
$1.38K ﹤0.01%
20
-183
789
$1.25K ﹤0.01%
+13
790
$1.19K ﹤0.01%
46
791
$1.18K ﹤0.01%
215
-6
792
$1.02K ﹤0.01%
+13
793
$973 ﹤0.01%
22
-5
794
$960 ﹤0.01%
500
795
$890 ﹤0.01%
40
-40
796
$883 ﹤0.01%
200
797
$878 ﹤0.01%
+79
798
$843 ﹤0.01%
10
799
$805 ﹤0.01%
14
-24
800
$744 ﹤0.01%
21
30 31
32
33 34