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
201
$378K 0.08%
4,074
+630
202
$377K 0.08%
22,398
+422
203
$371K 0.08%
6,153
-50
204
$367K 0.08%
2,670
205
$361K 0.08%
5,360
-440
206
$360K 0.08%
7,679
207
$360K 0.08%
8,469
-2,140
208
$356K 0.08%
3,085
209
$355K 0.08%
7,695
+57
210
$347K 0.07%
11,676
211
$345K 0.07%
5,313
-2,115
212
$345K 0.07%
5,371
+1,065
213
$340K 0.07%
3,022
-34
214
$339K 0.07%
4,515
215
$330K 0.07%
11,850
216
$328K 0.07%
7,827
+6,212
217
$320K 0.07%
3,267
+17
218
$320K 0.07%
1,900
+500
219
$320K 0.07%
11,720
220
$316K 0.07%
1,825
221
$313K 0.07%
1,035
-29
222
$307K 0.07%
3,590
+250
223
$305K 0.07%
12,743
224
$304K 0.06%
3,895
-160
225
$303K 0.06%
1,597
+212
7 8
9
10 11