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
476
$46.4K 0.01%
2,116
+124
477
$45.2K 0.01%
225
478
$44.7K 0.01%
976
479
$43.6K 0.01%
388
-150
480
$43.2K 0.01%
1,650
+500
481
$42.5K 0.01%
1,000
482
$41.7K 0.01%
813
483
$41.7K 0.01%
35
484
$41.6K 0.01%
916
-900
485
$41.6K 0.01%
1,700
-1,963
486
$41.6K 0.01%
3,682
-1,052
487
$41.6K 0.01%
1,200
488
$40.7K 0.01%
+908
489
$40.3K 0.01%
2,191
-800
490
$40.2K 0.01%
400
+100
491
$40.2K 0.01%
1,564
+113
492
$39.9K 0.01%
874
493
$39.9K 0.01%
340
494
$39.6K 0.01%
1,121
495
$38.6K 0.01%
250
496
$38.3K 0.01%
435
-100
497
$38.1K 0.01%
325
498
$37.7K 0.01%
2,031
-4,634
499
$37.5K 0.01%
100
500
$37.5K 0.01%
375
18 19
20
21 22