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
101
$1.15M 0.26%
14,876
102
$1.15M 0.26%
20,171
-1,112
103
$1.13M 0.26%
35,033
+700
104
$1.13M 0.26%
53,533
+15,356
105
$1.12M 0.26%
21,252
106
$1.1M 0.25%
24,682
-1,100
107
$1.1M 0.25%
6,090
+461
108
$1.09M 0.25%
13,598
-12
109
$1.09M 0.25%
14,093
-199
110
$1.09M 0.25%
2,905
+2,382
111
$1.08M 0.25%
22,262
-1,202
112
$1.06M 0.24%
13,764
-135
113
$1.06M 0.24%
19,544
-1,930
114
$1.03M 0.24%
17,060
+1,320
115
$1.03M 0.24%
24,524
116
$1.01M 0.23%
11,400
-900
117
$1M 0.23%
9,870
-500
118
$1M 0.23%
23,179
+2,073
119
$1,000K 0.23%
9,705
120
$999K 0.23%
14,083
-95
121
$993K 0.23%
8,981
-33
122
$991K 0.23%
12,836
-408
123
$981K 0.22%
6,465
+699
124
$975K 0.22%
53,650
-1,120
125
$960K 0.22%
54,157
-4,200
3 4
5
6 7