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
426
$66.8K 0.01%
4,008
427
$66.4K 0.01%
1,238
428
$66.3K 0.01%
1,801
+71
429
$66.3K 0.01%
875
-200
430
$66K 0.01%
4,860
-2,667
431
$63K 0.01%
4,183
432
$62.4K 0.01%
6,050
433
$62.2K 0.01%
959
434
$61.8K 0.01%
493
435
$61.5K 0.01%
1,123
436
$60.3K 0.01%
320
437
$60.2K 0.01%
1,200
438
$60.2K 0.01%
1,483
+76
439
$59.6K 0.01%
300
440
$57.7K 0.01%
3,446
+157
441
$57.2K 0.01%
1,200
+5
442
$57.1K 0.01%
4,920
+1,584
443
$55.6K 0.01%
425
+50
444
$55.5K 0.01%
681
445
$55.2K 0.01%
660
-150
446
$53.3K 0.01%
912
-100
447
$53.3K 0.01%
1,000
448
$53.2K 0.01%
400
449
$53K 0.01%
297
450
$52.8K 0.01%
900
-650
16 17
18
19 20