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
451
$52.6K 0.01%
3,900
452
$51.7K 0.01%
1,802
+95
453
$51.6K 0.01%
7,499
454
$51K 0.01%
1,000
455
$51K 0.01%
1,800
456
$50.9K 0.01%
319
457
$50.8K 0.01%
1,600
-468
458
$50.8K 0.01%
586
459
$50.7K 0.01%
355
460
$50.5K 0.01%
932
+46
461
$50.1K 0.01%
849
462
$49.8K 0.01%
615
463
$49.3K 0.01%
850
-78
464
$49.1K 0.01%
750
+100
465
$49K 0.01%
320
+110
466
$48.3K 0.01%
550
467
$48.1K 0.01%
1,540
+84
468
$47.8K 0.01%
1,092
+59
469
$47.6K 0.01%
1,987
+111
470
$47.5K 0.01%
440
471
$47.3K 0.01%
325
472
$47.3K 0.01%
1,839
+99
473
$47.2K 0.01%
346
474
$46.8K 0.01%
2,589
475
$46.7K 0.01%
664
-1,542
17 18
19
20 21