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
801
$931 ﹤0.01%
+13
802
$919 ﹤0.01%
21
803
$875 ﹤0.01%
100
804
$834 ﹤0.01%
199
805
$820 ﹤0.01%
16
806
$759 ﹤0.01%
10
807
$711 ﹤0.01%
13
808
$699 ﹤0.01%
+7
809
$606 ﹤0.01%
79
-125
810
$560 ﹤0.01%
20
811
$542 ﹤0.01%
20
812
$510 ﹤0.01%
13
-11
813
$490 ﹤0.01%
50
814
$449 ﹤0.01%
8
815
$398 ﹤0.01%
4
816
$199 ﹤0.01%
5
817
$170 ﹤0.01%
17
818
$129 ﹤0.01%
+2
819
$119 ﹤0.01%
4
820
$66 ﹤0.01%
2
-1
821
$43 ﹤0.01%
+3
822
$40 ﹤0.01%
2
823
$37 ﹤0.01%
+2
824
$25 ﹤0.01%
+1
825
– –
-1,000
30 31 32
33
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