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
551
$23.2K ﹤0.01%
503
552
$23K ﹤0.01%
200
553
$22.5K ﹤0.01%
289
-6
554
$22.4K ﹤0.01%
300
555
$22.2K ﹤0.01%
85
556
$22K ﹤0.01%
1,726
557
$21.9K ﹤0.01%
+1,469
558
$21.9K ﹤0.01%
1,500
559
$21.8K ﹤0.01%
364
560
$21.6K ﹤0.01%
155
561
$20.9K ﹤0.01%
246
562
$20.9K ﹤0.01%
300
563
$20.8K ﹤0.01%
100
564
$20.2K ﹤0.01%
630
-75
565
$20K ﹤0.01%
252
566
$19.8K ﹤0.01%
273
567
$19.6K ﹤0.01%
241
-210
568
$19.4K ﹤0.01%
746
569
$19.3K ﹤0.01%
368
570
$19.3K ﹤0.01%
100
571
$19.3K ﹤0.01%
350
-150
572
$19.1K ﹤0.01%
300
573
$19K ﹤0.01%
5,000
574
$18.7K ﹤0.01%
+125
575
$18.5K ﹤0.01%
316
-147
21 22
23
24 25