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
676
$6.76K ﹤0.01%
100
-30
677
$6.61K ﹤0.01%
183
678
$6.58K ﹤0.01%
322
+3
679
$6.46K ﹤0.01%
422
680
$6.34K ﹤0.01%
375
681
$6.3K ﹤0.01%
+124
682
$6.26K ﹤0.01%
145
683
$6.08K ﹤0.01%
198
684
$6.06K ﹤0.01%
50
685
$5.95K ﹤0.01%
200
686
$5.94K ﹤0.01%
400
687
$5.83K ﹤0.01%
350
688
$5.74K ﹤0.01%
+506
689
$5.71K ﹤0.01%
118
690
$5.71K ﹤0.01%
48
+1
691
$5.67K ﹤0.01%
55
692
$5.6K ﹤0.01%
50
693
$5.6K ﹤0.01%
146
694
$5.55K ﹤0.01%
100
-30
695
$5.51K ﹤0.01%
125
696
$5.49K ﹤0.01%
92
697
$5.46K ﹤0.01%
62
698
$5.45K ﹤0.01%
50
699
$5.43K ﹤0.01%
1,000
700
$5.42K ﹤0.01%
500
26 27
28
29 30