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
176
$501K 0.11%
16,125
177
$495K 0.11%
7,134
-100
178
$494K 0.11%
17,074
-800
179
$480K 0.1%
8,775
-1,788
180
$479K 0.1%
3,069
+668
181
$473K 0.1%
3,881
+1
182
$469K 0.1%
4,896
-385
183
$468K 0.1%
34,837
-438
184
$467K 0.1%
5,130
185
$450K 0.1%
5,500
186
$447K 0.1%
32,875
-1,500
187
$444K 0.09%
1,673
-76
188
$431K 0.09%
858
-4
189
$425K 0.09%
6,499
-373
190
$423K 0.09%
7,977
+51
191
$423K 0.09%
2,977
-266
192
$423K 0.09%
4,493
+541
193
$418K 0.09%
6,506
-1,685
194
$403K 0.09%
2,622
-468
195
$402K 0.09%
7,896
-315
196
$397K 0.08%
2,011
+28
197
$393K 0.08%
3,447
-44
198
$389K 0.08%
10,624
-546
199
$387K 0.08%
7,570
-175
200
$386K 0.08%
8,670
+500
6 7
8
9 10