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
526
$30.1K 0.01%
800
527
$29.7K 0.01%
179
528
$29.5K 0.01%
325
-135
529
$28.9K 0.01%
1,130
530
$28.8K 0.01%
2,200
+500
531
$28.3K 0.01%
350
532
$28.2K 0.01%
450
533
$28.1K 0.01%
226
-100
534
$27.8K 0.01%
740
535
$27.8K 0.01%
185
536
$27.5K 0.01%
1,367
+9
537
$27.4K 0.01%
235
538
$27.3K 0.01%
254
539
$27.1K 0.01%
500
540
$26.9K 0.01%
2,000
-1,500
541
$26.1K 0.01%
448
542
$25.6K 0.01%
+1,084
543
$25.1K 0.01%
900
+150
544
$24.4K 0.01%
650
545
$24.3K 0.01%
426
546
$23.9K 0.01%
293
547
$23.6K 0.01%
400
548
$23.5K 0.01%
4,000
549
$23.5K 0.01%
1,000
550
$23.2K ﹤0.01%
260