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
151
$664K 0.15%
32,840
+9,777
152
$655K 0.15%
4,387
+20
153
$652K 0.15%
27,674
-540
154
$633K 0.15%
8,600
155
$628K 0.14%
34,214
+19,961
156
$628K 0.14%
1,333
-162
157
$627K 0.14%
4,110
158
$625K 0.14%
7,112
-25
159
$612K 0.14%
6,397
-245
160
$610K 0.14%
1,764
-101
161
$606K 0.14%
1,910
-45
162
$605K 0.14%
4,287
-157
163
$600K 0.14%
10,679
+257
164
$598K 0.14%
16,320
-296
165
$563K 0.13%
9,590
+6,090
166
$557K 0.13%
17,600
-1,500
167
$556K 0.13%
4,934
168
$555K 0.13%
10,662
+7,975
169
$539K 0.12%
11,583
-225
170
$539K 0.12%
7,928
-179
171
$538K 0.12%
41,740
-200
172
$534K 0.12%
2,475
+505
173
$528K 0.12%
26,251
+2,583
174
$527K 0.12%
12,485
-313
175
$526K 0.12%
3,500
-100
5 6
7
8 9