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
801
$986 ﹤0.01%
9
802
$941 ﹤0.01%
26
803
$931 ﹤0.01%
+13
804
$919 ﹤0.01%
21
805
$875 ﹤0.01%
100
806
$834 ﹤0.01%
199
807
$820 ﹤0.01%
16
808
$759 ﹤0.01%
10
809
$711 ﹤0.01%
13
810
$699 ﹤0.01%
+7
811
$606 ﹤0.01%
79
-125
812
$560 ﹤0.01%
20
813
$542 ﹤0.01%
20
814
$510 ﹤0.01%
13
-11
815
$490 ﹤0.01%
50
816
$449 ﹤0.01%
8
817
$398 ﹤0.01%
4
818
$199 ﹤0.01%
5
819
$170 ﹤0.01%
17
820
$129 ﹤0.01%
+2
821
$119 ﹤0.01%
4
822
$66 ﹤0.01%
2
-1
823
$43 ﹤0.01%
+3
824
$40 ﹤0.01%
2
825
$37 ﹤0.01%
+2
30 31 32
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