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
326
$147K 0.03%
1,358
+160
327
$145K 0.03%
11,334
328
$144K 0.03%
550
+200
329
$143K 0.03%
7,422
+822
330
$143K 0.03%
2,335
+175
331
$139K 0.03%
2,753
-349
332
$137K 0.03%
3,480
333
$137K 0.03%
2,625
-250
334
$136K 0.03%
1,570
+15
335
$134K 0.03%
900
336
$134K 0.03%
5,700
337
$131K 0.03%
2,750
338
$129K 0.03%
2,050
339
$128K 0.03%
9,455
340
$127K 0.03%
6,000
341
$126K 0.03%
5,000
-500
342
$125K 0.03%
603
343
$123K 0.03%
2,985
+65
344
$122K 0.03%
2,274
+461
345
$121K 0.03%
1,290
-15
346
$120K 0.03%
1,037
-400
347
$119K 0.03%
678
348
$119K 0.03%
2,300
349
$118K 0.03%
2,456
+145
350
$117K 0.02%
6,000
-12,650
12 13
14
15 16