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
601
$15.7K ﹤0.01%
115
602
$15.7K ﹤0.01%
290
603
$15.5K ﹤0.01%
100
604
$15.4K ﹤0.01%
150
605
$15.1K ﹤0.01%
1,000
606
$14.8K ﹤0.01%
100
607
$14.7K ﹤0.01%
1,000
608
$14.4K ﹤0.01%
225
609
$14.3K ﹤0.01%
57
610
$14.3K ﹤0.01%
+500
611
$14.1K ﹤0.01%
50
612
$14K ﹤0.01%
90
613
$13.8K ﹤0.01%
1,000
614
$13.8K ﹤0.01%
200
615
$13.7K ﹤0.01%
300
-100
616
$12.8K ﹤0.01%
5,293
617
$12.8K ﹤0.01%
405
618
$12.6K ﹤0.01%
750
619
$12.4K ﹤0.01%
366
620
$12.4K ﹤0.01%
800
621
$12.2K ﹤0.01%
500
622
$12.2K ﹤0.01%
25
623
$12.2K ﹤0.01%
59
-67
624
$12K ﹤0.01%
115
625
$11.9K ﹤0.01%
300