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
626
$11.8K ﹤0.01%
500
627
$11.8K ﹤0.01%
+200
628
$11.6K ﹤0.01%
532
629
$11.6K ﹤0.01%
500
630
$11.4K ﹤0.01%
10
631
$11.4K ﹤0.01%
+54
632
$11.4K ﹤0.01%
1,050
633
$11.3K ﹤0.01%
180
634
$11.3K ﹤0.01%
95
+34
635
$11.3K ﹤0.01%
214
+2
636
$11.1K ﹤0.01%
100
637
$11K ﹤0.01%
+136
638
$11K ﹤0.01%
600
639
$11K ﹤0.01%
188
640
$10.9K ﹤0.01%
155
641
$10.4K ﹤0.01%
+371
642
$10.3K ﹤0.01%
800
-700
643
$10.3K ﹤0.01%
105
644
$10.2K ﹤0.01%
434
645
$10.2K ﹤0.01%
200
646
$9.85K ﹤0.01%
140
647
$9.75K ﹤0.01%
775
648
$9.74K ﹤0.01%
350
649
$9.6K ﹤0.01%
600
650
$9.59K ﹤0.01%
55