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
$469M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$972K
3
+$766K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$635K
5
ADBE icon
Adobe
ADBE
+$342K

Top Sells

1
+$557K
2
+$369K
3
+$311K
4
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$247K
5
FOXA icon
Fox Class A
FOXA
+$240K

Sector Composition

1 Financials 13.45%
2 Technology 12.08%
3 Healthcare 11.9%
4 Industrials 8.73%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$260K 0.06%
4,000
-110
252
$259K 0.06%
8,297
-1,839
253
$258K 0.06%
6,759
-227
254
$257K 0.05%
7,800
255
$257K 0.05%
27,625
256
$257K 0.05%
2,428
+6
257
$253K 0.05%
1,415
258
$252K 0.05%
1,708
+180
259
$250K 0.05%
6,448
260
$250K 0.05%
4,740
-100
261
$249K 0.05%
4,394
+194
262
$249K 0.05%
3,144
-175
263
$247K 0.05%
1,985
264
$247K 0.05%
4,612
-100
265
$246K 0.05%
66,420
+53,520
266
$246K 0.05%
8,430
+1
267
$246K 0.05%
12,000
-3,104
268
$245K 0.05%
1,530
-15
269
$243K 0.05%
2,395
270
$241K 0.05%
9,785
271
$236K 0.05%
5,993
+69
272
$235K 0.05%
15,787
+133
273
$233K 0.05%
23,255
+53
274
$232K 0.05%
1,570
275
$232K 0.05%
5,525
-627
9 10
11
12 13