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
576
$18.4K ﹤0.01%
114
577
$18.2K ﹤0.01%
840
578
$18.2K ﹤0.01%
2,000
579
$18.2K ﹤0.01%
273
-221
580
$17.8K ﹤0.01%
350
581
$17.6K ﹤0.01%
777
582
$17.5K ﹤0.01%
300
583
$17.5K ﹤0.01%
351
584
$17.4K ﹤0.01%
550
585
$17.2K ﹤0.01%
356
586
$17.2K ﹤0.01%
444
587
$17.1K ﹤0.01%
45
+20
588
$17K ﹤0.01%
453
+3
589
$17K ﹤0.01%
100
590
$16.7K ﹤0.01%
200
591
$16.6K ﹤0.01%
+183
592
$16.5K ﹤0.01%
214
593
$16.5K ﹤0.01%
300
594
$16.4K ﹤0.01%
255
595
$16.3K ﹤0.01%
650
-1,000
596
$16.2K ﹤0.01%
200
597
$16.1K ﹤0.01%
500
598
$16K ﹤0.01%
340
599
$16K ﹤0.01%
145
-60
600
$15.8K ﹤0.01%
185