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
676
$6.89K ﹤0.01%
250
677
$6.76K ﹤0.01%
100
-30
678
$6.61K ﹤0.01%
183
679
$6.58K ﹤0.01%
322
+3
680
$6.46K ﹤0.01%
422
681
$6.34K ﹤0.01%
375
682
$6.3K ﹤0.01%
+124
683
$6.26K ﹤0.01%
145
684
$6.08K ﹤0.01%
99
685
$6.06K ﹤0.01%
50
686
$5.95K ﹤0.01%
200
687
$5.94K ﹤0.01%
400
688
$5.83K ﹤0.01%
350
689
$5.74K ﹤0.01%
+506
690
$5.71K ﹤0.01%
118
691
$5.71K ﹤0.01%
48
+1
692
$5.67K ﹤0.01%
55
693
$5.6K ﹤0.01%
50
694
$5.6K ﹤0.01%
146
695
$5.55K ﹤0.01%
100
-30
696
$5.51K ﹤0.01%
125
697
$5.49K ﹤0.01%
92
698
$5.46K ﹤0.01%
62
699
$5.45K ﹤0.01%
50
700
$5.43K ﹤0.01%
1,000