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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
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
801
$679 ﹤0.01%
20
802
$499 ﹤0.01%
16
803
$453 ﹤0.01%
12
804
$384 ﹤0.01%
15
805
$231 ﹤0.01%
6
806
$230 ﹤0.01%
1
807
$218 ﹤0.01%
8
808
$187 ﹤0.01%
5
809
$130 ﹤0.01%
13
810
$109 ﹤0.01%
4
811
$39 ﹤0.01%
1
-1
812
– –
-100
813
– –
-250
814
– –
-36
815
– –
-3,169
816
– –
-100
817
– –
0
818
– –
-2,600
819
– –
-2
820
– –
-965
821
– –
-8
822
– –
-250
823
– –
-450
824
– –
-50
825
– –
-1,050
30 31 32
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