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
$723M
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.43M
3
+$1.21M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.17M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$752K

Top Sells

1
+$554K
2
+$465K
3
+$324K
4
MCK icon
McKesson
MCK
+$323K
5
COST icon
Costco
COST
+$286K

Sector Composition

1 Technology 14.5%
2 Healthcare 12.17%
3 Financials 10.87%
4 Industrials 9.43%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$524K 0.07%
2,145
+141
227
$523K 0.07%
1,707
+159
228
$506K 0.07%
1,435
+20
229
$502K 0.07%
2,888
+212
230
$498K 0.07%
3,226
+172
231
$493K 0.07%
3,430
+125
232
$493K 0.07%
2,925
+230
233
$487K 0.07%
13,250
234
$483K 0.07%
8,886
+49
235
$481K 0.07%
2,078
236
$479K 0.07%
1,654
237
$479K 0.07%
2,924
+2,104
238
$470K 0.07%
6,518
+130
239
$466K 0.06%
2,709
+190
240
$462K 0.06%
13,600
+5,250
241
$460K 0.06%
4,735
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242
$460K 0.06%
7,551
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243
$457K 0.06%
43,030
244
$455K 0.06%
4,125
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245
$455K 0.06%
10,361
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246
$453K 0.06%
8,307
+964
247
$447K 0.06%
3,755
+120
248
$447K 0.06%
9,861
+1,880
249
$446K 0.06%
28,921
+40
250
$440K 0.06%
4,427
+40
8 9
10
11 12