AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$2.45M
2
+$915K
3
+$734K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$608K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$329K

Top Sells

1
+$532K
2
+$344K
3
+$298K
4
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$235K
5
FOXA icon
Fox Class A
FOXA
+$222K

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
$79.1K 0.02%
3,100
402
$79K 0.02%
776
403
$78.8K 0.02%
1,000
404
$78.3K 0.02%
1,650
405
$78.2K 0.02%
5,532
406
$78K 0.02%
1,219
407
$77.6K 0.02%
528
408
$76.2K 0.02%
370
409
$76.1K 0.02%
1,050
+466
410
$76.1K 0.02%
2,207
411
$75.4K 0.02%
1,000
412
$75.3K 0.02%
2,348
+4
413
$74.9K 0.02%
2,040
414
$73.4K 0.02%
1,785
415
$73.2K 0.02%
22,100
-3,208
416
$72.5K 0.02%
2,260
-200
417
$71.5K 0.02%
3,014
-2,889
418
$71.3K 0.02%
1,100
419
$71.1K 0.02%
1,200
420
$69.7K 0.01%
850
421
$69.3K 0.01%
1,057
422
$69K 0.01%
650
423
$67.5K 0.01%
+318
424
$67.1K 0.01%
292
+79
425
$66.8K 0.01%
4,008
15 16
17
18 19