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
501
$37.5K 0.01%
375
502
$37.4K 0.01%
642
503
$37.1K 0.01%
1,032
-500
504
$37K 0.01%
750
505
$36.9K 0.01%
2,450
506
$36.5K 0.01%
333
507
$36.2K 0.01%
250
508
$35.1K 0.01%
1,954
+10
509
$34.5K 0.01%
170
510
$34.1K 0.01%
+556
511
$33.8K 0.01%
1,300
-500
512
$33.7K 0.01%
246
+18
513
$33.6K 0.01%
401
514
$33.5K 0.01%
280
-128
515
$33K 0.01%
155
516
$32.6K 0.01%
110
517
$32.5K 0.01%
270
518
$31.8K 0.01%
278
519
$31.7K 0.01%
987
+112
520
$31.6K 0.01%
300
+250
521
$30.9K 0.01%
555
522
$30.9K 0.01%
565
-133
523
$30.4K 0.01%
1,500
524
$30.3K 0.01%
2,000
525
$30.2K 0.01%
1,761
19 20
21
22 23