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
426
$66.4K 0.01%
1,238
427
$66.3K 0.01%
1,801
+71
428
$66.3K 0.01%
875
-200
429
$66K 0.01%
4,860
-2,667
430
$63K 0.01%
4,183
431
$62.4K 0.01%
6,050
432
$62.2K 0.01%
959
433
$61.8K 0.01%
986
434
$61.5K 0.01%
1,123
435
$60.3K 0.01%
320
436
$60.2K 0.01%
1,200
437
$60.2K 0.01%
1,483
+76
438
$59.6K 0.01%
300
439
$57.7K 0.01%
3,446
+157
440
$57.2K 0.01%
1,200
+5
441
$57.1K 0.01%
4,920
+1,584
442
$55.6K 0.01%
425
+50
443
$55.5K 0.01%
681
444
$55.2K 0.01%
660
-150
445
$53.3K 0.01%
912
-100
446
$53.3K 0.01%
1,000
447
$53.2K 0.01%
400
448
$53K 0.01%
297
449
$52.8K 0.01%
900
-650
450
$52.6K 0.01%
3,900
16 17
18
19 20