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
501
$37.4K 0.01%
642
502
$37.1K 0.01%
1,032
-500
503
$37K 0.01%
750
504
$36.9K 0.01%
2,450
505
$36.5K 0.01%
333
506
$36.2K 0.01%
250
507
$35.1K 0.01%
1,954
+10
508
$34.5K 0.01%
170
509
$34.1K 0.01%
+556
510
$33.8K 0.01%
1,300
-500
511
$33.7K 0.01%
246
+18
512
$33.6K 0.01%
401
513
$33.5K 0.01%
280
-128
514
$33K 0.01%
155
515
$32.6K 0.01%
110
516
$32.5K 0.01%
270
517
$31.8K 0.01%
278
518
$31.7K 0.01%
987
+112
519
$31.6K 0.01%
300
+250
520
$30.9K 0.01%
555
521
$30.9K 0.01%
565
-133
522
$30.4K 0.01%
1,500
523
$30.3K 0.01%
2,000
524
$30.2K 0.01%
1,761
525
$30.1K 0.01%
800
19 20
21
22 23