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
301
$194K 0.04%
3,440
-225
302
$192K 0.04%
1,870
+100
303
$192K 0.04%
3,192
+120
304
$186K 0.04%
7,850
305
$182K 0.04%
2,698
306
$179K 0.04%
3,200
307
$172K 0.04%
1,298
+250
308
$171K 0.04%
10,780
309
$167K 0.04%
4,061
+43
310
$164K 0.03%
5,350
-125
311
$164K 0.03%
10,000
312
$163K 0.03%
2,225
-1,000
313
$161K 0.03%
1,513
314
$161K 0.03%
2,700
315
$160K 0.03%
2,500
-512
316
$159K 0.03%
2,525
-25
317
$156K 0.03%
6,180
-180
318
$154K 0.03%
549
+24
319
$153K 0.03%
4,972
+149
320
$153K 0.03%
2,652
-50
321
$152K 0.03%
12,000
322
$150K 0.03%
2,795
-1,000
323
$149K 0.03%
1,975
324
$149K 0.03%
2,035
-1,000
325
$148K 0.03%
1,060
-75
11 12
13
14 15