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
251
$439K 0.06%
4,600
252
$439K 0.06%
3,645
253
$439K 0.06%
6,575
+3,725
254
$436K 0.06%
4,960
-75
255
$434K 0.06%
8,712
-1,281
256
$431K 0.06%
2,915
-225
257
$429K 0.06%
4,200
258
$427K 0.06%
2,180
+82
259
$416K 0.06%
1,451
+38
260
$412K 0.06%
13,300
+3,000
261
$411K 0.06%
+39,200
262
$408K 0.06%
23,818
+4,900
263
$403K 0.06%
857
+10
264
$393K 0.05%
2,175
+850
265
$390K 0.05%
1,530
+75
266
$386K 0.05%
22,224
+240
267
$383K 0.05%
10,163
268
$383K 0.05%
3,537
+25
269
$381K 0.05%
12,525
270
$380K 0.05%
680
-221
271
$379K 0.05%
13,940
+5,800
272
$378K 0.05%
6,376
273
$373K 0.05%
4,450
+850
274
$365K 0.05%
1,562
275
$364K 0.05%
2,600
-1,500
9 10
11
12 13