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
126
$959K 0.2%
10,998
-653
127
$948K 0.2%
22,296
+79
128
$929K 0.2%
5,170
+30
129
$920K 0.2%
3,196
+911
130
$909K 0.19%
9,601
-300
131
$879K 0.19%
2,992
+110
132
$879K 0.19%
48,637
-8,129
133
$875K 0.19%
15,344
-68
134
$862K 0.18%
6,725
135
$861K 0.18%
13,240
-172
136
$861K 0.18%
5,924
+385
137
$861K 0.18%
2,210
+65
138
$855K 0.18%
14,950
-455
139
$847K 0.18%
37,240
+300
140
$824K 0.18%
14,180
-235
141
$820K 0.17%
6,676
+32
142
$818K 0.17%
14,711
-795
143
$791K 0.17%
75,367
144
$778K 0.17%
6,437
-340
145
$755K 0.16%
12,377
-650
146
$734K 0.16%
14,709
-1,714
147
$712K 0.15%
3,000
148
$709K 0.15%
6,080
149
$709K 0.15%
2,060
-15
150
$704K 0.15%
2,995
+300
4 5
6
7 8