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
701
$5.42K ﹤0.01%
500
702
$5.42K ﹤0.01%
117
703
$5.33K ﹤0.01%
80
704
$5.15K ﹤0.01%
400
-200
705
$5.14K ﹤0.01%
150
706
$5.13K ﹤0.01%
200
707
$5.01K ﹤0.01%
82
-90
708
$4.87K ﹤0.01%
+172
709
$4.8K ﹤0.01%
+232
710
$4.69K ﹤0.01%
200
711
$4.68K ﹤0.01%
111
+1
712
$4.65K ﹤0.01%
250
713
$4.57K ﹤0.01%
112
714
$4.57K ﹤0.01%
238
-12
715
$4.42K ﹤0.01%
100
716
$4.42K ﹤0.01%
40
717
$4.4K ﹤0.01%
45
718
$4.26K ﹤0.01%
+250
719
$4.24K ﹤0.01%
50
720
$4.19K ﹤0.01%
+60
721
$4.17K ﹤0.01%
86
722
$4.12K ﹤0.01%
237
723
$4.08K ﹤0.01%
138
+130
724
$4.07K ﹤0.01%
80
725
$3.98K ﹤0.01%
103
27 28
29
30 31