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
1
$20.5M 4.69%
262,352
+15,952
2
$13.3M 3.03%
88,336
-2,252
3
$11.6M 2.65%
101,361
-3,760
4
$10.8M 2.47%
107,920
+26,780
5
$8.39M 1.92%
140,580
+14,340
6
$8.08M 1.85%
143,108
+26,400
7
$5.9M 1.35%
42,735
-1,603
8
$5.78M 1.32%
21,650
-32
9
$5.55M 1.27%
65,269
-734
10
$5.31M 1.22%
32,608
+400
11
$5.2M 1.19%
21,603
+804
12
$4.76M 1.09%
22,230
-480
13
$4.64M 1.06%
143,841
+2,195
14
$4.56M 1.04%
179,961
-11,382
15
$4.54M 1.04%
38,830
-511
16
$4.4M 1.01%
46,495
-851
17
$4.33M 0.99%
91,568
+3,743
18
$4.31M 0.99%
80,680
+1,210
19
$4.04M 0.93%
35,206
-1,674
20
$4.04M 0.92%
96,588
-947
21
$3.99M 0.91%
10,723
-260
22
$3.87M 0.89%
48,327
-790
23
$3.82M 0.87%
52,072
-815
24
$3.69M 0.85%
17,821
+552
25
$3.67M 0.84%
190,500
+25,656
1
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