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
526
$29.7K 0.01%
179
527
$29.5K 0.01%
325
-135
528
$28.9K 0.01%
1,130
529
$28.8K 0.01%
2,200
+500
530
$28.3K 0.01%
350
531
$28.2K 0.01%
450
532
$28.1K 0.01%
45
-20
533
$27.8K 0.01%
740
534
$27.8K 0.01%
185
535
$27.5K 0.01%
1,367
+9
536
$27.4K 0.01%
235
537
$27.3K 0.01%
254
538
$27.1K 0.01%
500
539
$26.9K 0.01%
2,000
-1,500
540
$26.1K 0.01%
448
541
$25.6K 0.01%
+1,084
542
$25.1K 0.01%
900
+150
543
$24.4K 0.01%
650
544
$24.3K 0.01%
426
545
$23.9K 0.01%
293
546
$23.6K 0.01%
400
547
$23.5K 0.01%
4,000
548
$23.5K 0.01%
1,000
549
$23.2K ﹤0.01%
260
550
$23.2K ﹤0.01%
503
20 21
22
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