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
76
$1.93M 0.41%
102,172
+4,004
77
$1.93M 0.41%
21,545
+918
78
$1.86M 0.4%
84,609
+1,974
79
$1.81M 0.39%
41,010
+2,346
80
$1.8M 0.38%
20,470
-540
81
$1.76M 0.38%
39,936
+93
82
$1.72M 0.37%
28,464
+3,616
83
$1.7M 0.36%
8,266
-117
84
$1.68M 0.36%
21,597
+2,703
85
$1.68M 0.36%
816
-271
86
$1.66M 0.35%
10,132
+39
87
$1.66M 0.35%
8,520
+285
88
$1.64M 0.35%
12,464
+1,000
89
$1.6M 0.34%
6,653
-55
90
$1.59M 0.34%
8,398
+37
91
$1.56M 0.33%
9,419
+21
92
$1.55M 0.33%
17,512
-497
93
$1.52M 0.32%
41,075
-6,471
94
$1.5M 0.32%
18,799
+900
95
$1.49M 0.32%
28,080
-425
96
$1.48M 0.32%
52,192
+4,300
97
$1.46M 0.31%
28,723
-226
98
$1.46M 0.31%
48,431
-1,156
99
$1.45M 0.31%
21,620
-320
100
$1.41M 0.3%
48,478
-623
2 3
4
5 6