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
726
$3.95K ﹤0.01%
1,000
727
$3.85K ﹤0.01%
105
728
$3.78K ﹤0.01%
200
-200
729
$3.75K ﹤0.01%
250
730
$3.72K ﹤0.01%
58
731
$3.64K ﹤0.01%
400
-1,500
732
$3.51K ﹤0.01%
104
733
$3.47K ﹤0.01%
100
734
$3.39K ﹤0.01%
85
-136
735
$3.38K ﹤0.01%
37
736
$3.38K ﹤0.01%
63
737
$3.35K ﹤0.01%
72
738
$3.35K ﹤0.01%
12
739
$3.34K ﹤0.01%
3,800
740
$3.34K ﹤0.01%
200
741
$3.2K ﹤0.01%
105
742
$3.17K ﹤0.01%
+35
743
$3.12K ﹤0.01%
50
744
$3.07K ﹤0.01%
57
745
$3.06K ﹤0.01%
115
746
$2.99K ﹤0.01%
100
747
$2.87K ﹤0.01%
100
748
$2.87K ﹤0.01%
66
749
$2.86K ﹤0.01%
145
-70
750
$2.83K ﹤0.01%
36
28 29
30
31 32