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
76
$1.64M 0.37%
23,612
+1,225
77
$1.63M 0.37%
8,759
+2,023
78
$1.58M 0.36%
7,085
-9
79
$1.54M 0.35%
40,566
80
$1.53M 0.35%
21,220
+2
81
$1.52M 0.35%
35,484
+1
82
$1.51M 0.35%
7,284
+207
83
$1.39M 0.32%
54,160
+8,194
84
$1.38M 0.32%
9,540
85
$1.38M 0.32%
26,996
+13
86
$1.37M 0.31%
66,350
+23,900
87
$1.36M 0.31%
71,604
+10,164
88
$1.35M 0.31%
28,705
+675
89
$1.35M 0.31%
13,340
-131
90
$1.32M 0.3%
18,152
+1,205
91
$1.26M 0.29%
17,494
-267
92
$1.22M 0.28%
15,694
-460
93
$1.21M 0.28%
20,060
+91
94
$1.19M 0.27%
8,079
+292
95
$1.18M 0.27%
3,500
+15
96
$1.18M 0.27%
5,037
-87
97
$1.17M 0.27%
44,210
-7,800
98
$1.16M 0.27%
42,996
+4,172
99
$1.16M 0.27%
19,036
-2,060
100
$1.15M 0.26%
5,125
+220
2 3
4
5 6