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
801
$718 ﹤0.01%
20
802
$679 ﹤0.01%
20
803
$499 ﹤0.01%
16
804
$453 ﹤0.01%
12
805
$384 ﹤0.01%
15
806
$231 ﹤0.01%
6
807
$230 ﹤0.01%
1
808
$218 ﹤0.01%
8
809
$187 ﹤0.01%
5
810
$130 ﹤0.01%
13
811
$109 ﹤0.01%
4
812
$39 ﹤0.01%
1
-1
813
– –
-22
814
– –
-5,000
815
– –
-700
816
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-130
817
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-833
818
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-75
819
– –
-833
820
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-33
821
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0
822
– –
-100
823
– –
-1,200
824
– –
-651
825
– –
-200
30 31 32
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