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
1
$17.6M 3.76%
217,412
-2,725
2
$17.2M 3.67%
91,661
-565
3
$13.6M 2.89%
85,931
+2,131
4
$9.45M 2.02%
65,369
+924
5
$6.71M 1.43%
112,099
+1,754
6
$6.57M 1.4%
89,548
-1,372
7
$6.55M 1.4%
44,929
-524
8
$6.29M 1.34%
491,274
+49,614
9
$6.22M 1.33%
34,425
+1,101
10
$6.14M 1.31%
154,263
-1,290
11
$5.61M 1.2%
280,041
+16,023
12
$5.26M 1.12%
23,225
-50
13
$5.19M 1.11%
74,433
-2,694
14
$5.05M 1.08%
75,560
+5,100
15
$4.95M 1.05%
59,716
+1,446
16
$4.86M 1.04%
79,097
+1,480
17
$4.78M 1.02%
55,055
+2,581
18
$4.73M 1.01%
160,091
+7,299
19
$4.63M 0.99%
50,753
-844
20
$4.6M 0.98%
123,684
+20,601
21
$4.07M 0.87%
18,636
+733
22
$4.03M 0.86%
35,396
-633
23
$4.03M 0.86%
71,472
+45,158
24
$3.98M 0.85%
71,847
-217
25
$3.91M 0.83%
33,416
+1,993
1
2 3 4 5