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
276
$362K 0.05%
3,519
277
$358K 0.05%
7,825
-165
278
$357K 0.05%
2,309
279
$357K 0.05%
2,965
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280
$357K 0.05%
1,504
-113
281
$355K 0.05%
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282
$354K 0.05%
1,498
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283
$354K 0.05%
5,039
284
$350K 0.05%
3,580
+985
285
$347K 0.05%
80,000
+5,000
286
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2,340
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287
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7,421
288
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2,207
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289
$329K 0.05%
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290
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3,209
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291
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292
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293
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294
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230
295
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296
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13,559
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297
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589
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298
$307K 0.04%
25,773
+10,520
299
$306K 0.04%
2,670
300
$306K 0.04%
961
+99
10 11
12
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