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
376
$96.1K 0.02%
5,200
377
$94.6K 0.02%
919
378
$94.4K 0.02%
2,033
+54
379
$92.6K 0.02%
4,600
+4,100
380
$92K 0.02%
1,084
-152
381
$91.9K 0.02%
965
382
$91.2K 0.02%
1,412
+859
383
$90.5K 0.02%
966
384
$90.2K 0.02%
279
385
$90.1K 0.02%
2,008
386
$89K 0.02%
3,993
+5
387
$87.8K 0.02%
2,447
388
$86.9K 0.02%
441
389
$86.3K 0.02%
1,100
+275
390
$85.6K 0.02%
911
391
$84.9K 0.02%
1,440
392
$84.9K 0.02%
2,111
-9,179
393
$84.9K 0.02%
660
-80
394
$83.7K 0.02%
1,480
-80
395
$83.5K 0.02%
1,000
-25
396
$82.8K 0.02%
547
397
$80.3K 0.02%
585
398
$80.2K 0.02%
493
+56
399
$79.9K 0.02%
3,937
400
$79.8K 0.02%
1,770
-150
14 15
16
17 18