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
401
$79.4K 0.02%
595
-175
402
$79.1K 0.02%
3,100
403
$79K 0.02%
776
404
$78.8K 0.02%
1,000
405
$78.3K 0.02%
1,650
406
$78.2K 0.02%
5,532
407
$78K 0.02%
1,219
408
$77.6K 0.02%
528
409
$76.2K 0.02%
370
410
$76.1K 0.02%
1,050
+466
411
$76.1K 0.02%
2,207
412
$75.4K 0.02%
1,000
413
$75.3K 0.02%
2,348
+4
414
$74.9K 0.02%
2,040
415
$73.4K 0.02%
1,785
416
$73.2K 0.02%
22,100
-3,208
417
$72.5K 0.02%
2,260
-200
418
$71.5K 0.02%
3,014
-2,889
419
$71.3K 0.02%
1,100
420
$71.1K 0.02%
1,200
421
$69.7K 0.01%
850
422
$69.3K 0.01%
1,057
423
$69K 0.01%
650
424
$67.5K 0.01%
+318
425
$67.1K 0.01%
292
+79
15 16
17
18 19