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
651
$9.51K ﹤0.01%
250
652
$9.34K ﹤0.01%
+75
653
$9.22K ﹤0.01%
64
654
$9.2K ﹤0.01%
1,050
-1,000
655
$9.17K ﹤0.01%
50
656
$9.13K ﹤0.01%
400
657
$9.1K ﹤0.01%
+225
658
$9.06K ﹤0.01%
+100
659
$8.95K ﹤0.01%
184
660
$8.91K ﹤0.01%
200
661
$8.91K ﹤0.01%
+100
662
$8.85K ﹤0.01%
375
663
$8.79K ﹤0.01%
408
664
$8.65K ﹤0.01%
263
665
$8.29K ﹤0.01%
150
-150
666
$8.17K ﹤0.01%
146
667
$7.96K ﹤0.01%
75
668
$7.82K ﹤0.01%
200
669
$7.72K ﹤0.01%
+153
670
$7.33K ﹤0.01%
+100
671
$7.28K ﹤0.01%
+170
672
$7.13K ﹤0.01%
+96
673
$7.03K ﹤0.01%
100
674
$7K ﹤0.01%
149
675
$6.99K ﹤0.01%
500