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
201
$444K 0.1%
16,042
-419
202
$436K 0.1%
10,629
-300
203
$430K 0.1%
6,778
-97
204
$426K 0.1%
3,210
-145
205
$425K 0.1%
2,830
-35
206
$423K 0.1%
5,163
+204
207
$423K 0.1%
34,875
208
$403K 0.09%
2,411
-4
209
$398K 0.09%
6,175
-200
210
$394K 0.09%
11,504
-1,349
211
$394K 0.09%
3,428
-51
212
$393K 0.09%
12,040
-619
213
$390K 0.09%
12,131
-387
214
$390K 0.09%
2,305
-65
215
$385K 0.09%
11,439
-496
216
$377K 0.09%
12,413
-60
217
$375K 0.09%
17,688
-247
218
$366K 0.08%
3,666
-18
219
$362K 0.08%
3,075
-250
220
$354K 0.08%
5,500
221
$350K 0.08%
575
-25
222
$348K 0.08%
7,638
223
$347K 0.08%
4,200
224
$347K 0.08%
1,967
-120
225
$346K 0.08%
1,519
+379
7 8
9
10 11