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
26
$3.88M 0.83%
32,411
-1,617
27
$3.84M 0.82%
12,986
+197
28
$3.84M 0.82%
43,321
+1,194
29
$3.82M 0.81%
17,958
+4,571
30
$3.72M 0.79%
11,426
+55
31
$3.71M 0.79%
6,964
32
$3.62M 0.77%
10,966
+1,037
33
$3.46M 0.74%
29,960
+1,270
34
$3.46M 0.74%
30,503
+2,440
35
$3.38M 0.72%
11,510
+102
36
$3.31M 0.71%
155,404
+7,563
37
$3.25M 0.69%
151,268
+3,404
38
$3.25M 0.69%
23,758
+306
39
$3.22M 0.69%
151,627
+2,492
40
$3.19M 0.68%
13,016
+1,229
41
$3.17M 0.68%
25,382
-347
42
$3.05M 0.65%
47,884
+209
43
$3.01M 0.64%
32,560
-1,040
44
$2.9M 0.62%
33,439
-140
45
$2.86M 0.61%
104,386
+8,223
46
$2.86M 0.61%
18,893
+472
47
$2.8M 0.6%
62,182
+4,550
48
$2.79M 0.59%
20,002
+600
49
$2.77M 0.59%
14,290
-49
50
$2.74M 0.58%
17,017
+699
1
2
3 4 5