AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
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