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
651
$9.34K ﹤0.01%
+75
652
$9.22K ﹤0.01%
64
653
$9.2K ﹤0.01%
1,050
-1,000
654
$9.17K ﹤0.01%
50
655
$9.13K ﹤0.01%
400
656
$9.1K ﹤0.01%
+338
657
$9.06K ﹤0.01%
+100
658
$8.95K ﹤0.01%
184
659
$8.91K ﹤0.01%
200
660
$8.91K ﹤0.01%
+100
661
$8.85K ﹤0.01%
375
662
$8.79K ﹤0.01%
408
663
$8.65K ﹤0.01%
263
664
$8.29K ﹤0.01%
150
-150
665
$8.17K ﹤0.01%
146
666
$7.96K ﹤0.01%
75
667
$7.82K ﹤0.01%
200
668
$7.72K ﹤0.01%
+153
669
$7.33K ﹤0.01%
+100
670
$7.28K ﹤0.01%
+170
671
$7.13K ﹤0.01%
+96
672
$7.03K ﹤0.01%
100
673
$7K ﹤0.01%
149
674
$6.99K ﹤0.01%
500
675
$6.89K ﹤0.01%
250
25 26
27
28 29