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
126
$959K 0.22%
8,940
+13
127
$953K 0.22%
10,146
-250
128
$914K 0.21%
44,056
+30,429
129
$912K 0.21%
13,615
-200
130
$894K 0.2%
16,272
-800
131
$873K 0.2%
15,039
-2,304
132
$856K 0.2%
18,816
-50
133
$844K 0.19%
+41,630
134
$838K 0.19%
38,614
-2,345
135
$831K 0.19%
7,954
+1,362
136
$825K 0.19%
13,860
+1,471
137
$792K 0.18%
8,034
-160
138
$790K 0.18%
4,045
-13
139
$787K 0.18%
33,975
+5,025
140
$786K 0.18%
2,703
141
$781K 0.18%
4,982
142
$770K 0.18%
80,367
-7,000
143
$757K 0.17%
19,574
+5,750
144
$737K 0.17%
7,651
-28
145
$729K 0.17%
13,659
+4,644
146
$708K 0.16%
7,807
-270
147
$691K 0.16%
15,655
-335
148
$680K 0.16%
28,082
149
$671K 0.15%
48,669
+2,059
150
$671K 0.15%
14,385
+2,232
4 5
6
7 8