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
51
$2.66M 0.57%
110,406
-150
52
$2.63M 0.56%
123,523
-5,400
53
$2.57M 0.55%
13,394
+1,638
54
$2.52M 0.54%
71,631
-429
55
$2.51M 0.53%
14,077
-25
56
$2.44M 0.52%
32,902
-717
57
$2.44M 0.52%
113,467
+5,072
58
$2.36M 0.5%
44,513
-227
59
$2.32M 0.49%
48,373
-1,846
60
$2.29M 0.49%
41,551
+2,076
61
$2.27M 0.49%
7,002
+10
62
$2.25M 0.48%
107,572
+2,766
63
$2.24M 0.48%
10,656
-95
64
$2.22M 0.47%
7,443
-93
65
$2.21M 0.47%
18,343
-472
66
$2.21M 0.47%
42,100
-1,000
67
$2.17M 0.46%
36,846
-3,591
68
$2.15M 0.46%
34,898
-5,038
69
$2.15M 0.46%
28,860
+66
70
$2.13M 0.45%
103,645
+4,213
71
$2.12M 0.45%
27,807
+1,261
72
$2.02M 0.43%
24,128
-130
73
$1.98M 0.42%
11,620
+50
74
$1.97M 0.42%
12,833
+712
75
$1.94M 0.41%
20,632
+275
1 2
3
4 5