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
101
$1.4M 0.3%
48,127
-1,280
102
$1.33M 0.28%
55,100
103
$1.33M 0.28%
9,652
-53
104
$1.32M 0.28%
24,540
+960
105
$1.28M 0.27%
43,845
+975
106
$1.26M 0.27%
14,777
-467
107
$1.24M 0.27%
3,392
+80
108
$1.24M 0.26%
9,981
-385
109
$1.21M 0.26%
14,250
+3,050
110
$1.19M 0.25%
23,554
+16
111
$1.18M 0.25%
9,231
+183
112
$1.17M 0.25%
4,299
+190
113
$1.14M 0.24%
8,900
-25
114
$1.12M 0.24%
53,015
-496
115
$1.11M 0.24%
13,721
-403
116
$1.06M 0.23%
9,471
117
$1.05M 0.22%
11,504
-100
118
$1.03M 0.22%
10,550
+2,125
119
$1.03M 0.22%
7,567
-129
120
$1.03M 0.22%
7,374
-65
121
$1.02M 0.22%
14,790
+1,857
122
$1.01M 0.22%
3,153
+312
123
$1M 0.21%
9,870
124
$971K 0.21%
5,032
-50
125
$967K 0.21%
51,760
+90
3 4
5
6 7