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
276
$228K 0.05%
1,572
277
$228K 0.05%
2,991
278
$226K 0.05%
5,273
-197
279
$219K 0.05%
7,550
280
$217K 0.05%
10,440
+7
281
$214K 0.05%
4,407
-798
282
$213K 0.05%
1,000
+100
283
$213K 0.05%
1,475
+70
284
$213K 0.05%
8,346
285
$212K 0.05%
7,000
286
$211K 0.05%
2,000
287
$210K 0.04%
1,186
288
$209K 0.04%
7,996
289
$209K 0.04%
7,056
-535
290
$208K 0.04%
2,975
291
$207K 0.04%
7,927
292
$204K 0.04%
6,663
293
$203K 0.04%
6,598
+663
294
$203K 0.04%
3,488
-24
295
$202K 0.04%
6,554
-139
296
$201K 0.04%
8,085
297
$200K 0.04%
5,545
298
$197K 0.04%
4,509
-27
299
$195K 0.04%
10,112
-5,549
300
$194K 0.04%
3,875
+100
10 11
12
13 14