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
176
$508K 0.12%
5,775
-245
177
$503K 0.12%
3,445
-75
178
$502K 0.11%
3,000
179
$500K 0.11%
26,238
+1,020
180
$498K 0.11%
16,140
181
$496K 0.11%
17,270
+1,400
182
$494K 0.11%
6,060
+959
183
$494K 0.11%
6,179
-399
184
$488K 0.11%
9,300
185
$482K 0.11%
10,652
+2,075
186
$479K 0.11%
2,815
-75
187
$478K 0.11%
5,180
-400
188
$477K 0.11%
1,874
-115
189
$473K 0.11%
7,618
-350
190
$472K 0.11%
15,355
-100
191
$472K 0.11%
15,087
+18
192
$470K 0.11%
25,475
+275
193
$468K 0.11%
23,658
+895
194
$467K 0.11%
24,901
+945
195
$462K 0.11%
19,399
-1,048
196
$457K 0.1%
7,252
+100
197
$454K 0.1%
9,356
198
$447K 0.1%
8,237
-393
199
$446K 0.1%
4,088
-126
200
$444K 0.1%
16,322
+7,572
6 7
8
9 10