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
776
$1.84K ﹤0.01%
150
777
$1.83K ﹤0.01%
+46
778
$1.82K ﹤0.01%
+700
779
$1.8K ﹤0.01%
+1,020
780
$1.79K ﹤0.01%
9
-5
781
$1.76K ﹤0.01%
+40
782
$1.63K ﹤0.01%
85
-85
783
$1.62K ﹤0.01%
30
-130
784
$1.61K ﹤0.01%
80
785
$1.61K ﹤0.01%
200
786
$1.58K ﹤0.01%
120
+107
787
$1.58K ﹤0.01%
500
788
$1.56K ﹤0.01%
35
-925
789
$1.52K ﹤0.01%
50
790
$1.48K ﹤0.01%
35
791
$1.41K ﹤0.01%
50
792
$1.37K ﹤0.01%
50
793
$1.36K ﹤0.01%
16
794
$1.31K ﹤0.01%
110
795
$1.26K ﹤0.01%
46
796
$1.25K ﹤0.01%
10
797
$1.12K ﹤0.01%
38
798
$1.08K ﹤0.01%
+110
799
$1.06K ﹤0.01%
41
800
$1.05K ﹤0.01%
+73
30 31
32
33 34