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
551
$23K ﹤0.01%
200
552
$22.5K ﹤0.01%
289
-6
553
$22.4K ﹤0.01%
300
554
$22.2K ﹤0.01%
85
555
$22K ﹤0.01%
1,726
556
$21.9K ﹤0.01%
+1,469
557
$21.9K ﹤0.01%
1,500
558
$21.8K ﹤0.01%
364
559
$21.6K ﹤0.01%
155
560
$20.9K ﹤0.01%
246
561
$20.9K ﹤0.01%
300
562
$20.8K ﹤0.01%
100
563
$20.2K ﹤0.01%
630
-75
564
$20K ﹤0.01%
252
565
$19.8K ﹤0.01%
273
566
$19.6K ﹤0.01%
241
-210
567
$19.4K ﹤0.01%
746
568
$19.3K ﹤0.01%
368
569
$19.3K ﹤0.01%
100
570
$19.3K ﹤0.01%
350
-150
571
$19.1K ﹤0.01%
300
572
$19K ﹤0.01%
5,000
573
$18.7K ﹤0.01%
+125
574
$18.5K ﹤0.01%
316
-147
575
$18.4K ﹤0.01%
114
21 22
23
24 25