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
151
$694K 0.15%
3,803
-367
152
$666K 0.14%
3,256
+2
153
$665K 0.14%
7,660
+229
154
$664K 0.14%
3,355
-15
155
$661K 0.14%
10,654
-1,025
156
$656K 0.14%
23,280
-40
157
$651K 0.14%
16,440
+90
158
$606K 0.13%
8,816
+362
159
$600K 0.13%
15,304
+600
160
$594K 0.13%
10,060
+551
161
$579K 0.12%
2,750
162
$577K 0.12%
9,618
-2,225
163
$570K 0.12%
26,395
164
$567K 0.12%
18,560
-1,000
165
$563K 0.12%
18,193
166
$550K 0.12%
10,240
-88
167
$546K 0.12%
3,945
+850
168
$544K 0.12%
15,225
-200
169
$543K 0.12%
4,874
-25
170
$539K 0.11%
25,225
-75
171
$535K 0.11%
2,325
-125
172
$516K 0.11%
12,832
-4,646
173
$509K 0.11%
10,710
-1,199
174
$508K 0.11%
39,612
+630
175
$502K 0.11%
9,100
5 6
7
8 9