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
601
$15.7K ﹤0.01%
290
602
$15.5K ﹤0.01%
100
603
$15.4K ﹤0.01%
150
604
$15.1K ﹤0.01%
1,000
605
$14.8K ﹤0.01%
100
606
$14.7K ﹤0.01%
1,000
607
$14.4K ﹤0.01%
298
608
$14.3K ﹤0.01%
57
609
$14.3K ﹤0.01%
+500
610
$14.1K ﹤0.01%
250
611
$14K ﹤0.01%
90
612
$13.8K ﹤0.01%
1,000
613
$13.8K ﹤0.01%
200
614
$13.7K ﹤0.01%
300
-100
615
$12.8K ﹤0.01%
5,293
616
$12.8K ﹤0.01%
405
617
$12.6K ﹤0.01%
750
618
$12.4K ﹤0.01%
366
619
$12.4K ﹤0.01%
800
620
$12.2K ﹤0.01%
500
621
$12.2K ﹤0.01%
25
622
$12.2K ﹤0.01%
59
-67
623
$12K ﹤0.01%
115
624
$11.9K ﹤0.01%
300
625
$11.8K ﹤0.01%
500
23 24
25
26 27