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
476
$46.5K 0.01%
2,039
+110
477
$46.4K 0.01%
2,116
+124
478
$45.2K 0.01%
225
479
$44.7K 0.01%
488
480
$43.6K 0.01%
388
-150
481
$43.2K 0.01%
1,650
+500
482
$42.5K 0.01%
1,000
483
$41.7K 0.01%
813
484
$41.7K 0.01%
35
485
$41.6K 0.01%
916
-900
486
$41.6K 0.01%
1,700
-1,963
487
$41.6K 0.01%
3,682
-1,052
488
$41.6K 0.01%
1,200
489
$40.7K 0.01%
+908
490
$40.3K 0.01%
2,191
-800
491
$40.2K 0.01%
400
+100
492
$40.2K 0.01%
1,564
+113
493
$39.9K 0.01%
874
494
$39.9K 0.01%
340
495
$39.6K 0.01%
1,121
496
$38.6K 0.01%
250
497
$38.3K 0.01%
435
-100
498
$38.1K 0.01%
325
499
$37.7K 0.01%
2,031
-4,634
500
$37.5K 0.01%
100
18 19
20
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