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
351
$117K 0.02%
+700
352
$115K 0.02%
2,549
+49
353
$115K 0.02%
2,579
-1,440
354
$115K 0.02%
540
-35
355
$114K 0.02%
1,186
+188
356
$112K 0.02%
2,175
-65
357
$112K 0.02%
192
-6
358
$112K 0.02%
775
359
$112K 0.02%
1,530
-160
360
$111K 0.02%
1,695
+330
361
$110K 0.02%
2,400
-225
362
$109K 0.02%
4,050
363
$105K 0.02%
1,236
-577
364
$105K 0.02%
323
+28
365
$104K 0.02%
3,367
366
$103K 0.02%
4,700
367
$103K 0.02%
1,494
368
$101K 0.02%
5,037
+873
369
$101K 0.02%
1,065
370
$100K 0.02%
933
+700
371
$98.9K 0.02%
1,330
+100
372
$98.9K 0.02%
2,200
+60
373
$98.4K 0.02%
4,788
-2,514
374
$97.1K 0.02%
2,574
+2
375
$96.5K 0.02%
1,078
+401
13 14
15
16 17