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
301
$302K 0.04%
2,586
302
$301K 0.04%
6,310
+3,600
303
$300K 0.04%
3,312
-110
304
$290K 0.04%
1,513
305
$290K 0.04%
1,189
+17
306
$287K 0.04%
2,595
-500
307
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4,188
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308
$284K 0.04%
3,315
309
$283K 0.04%
500
310
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14,375
311
$279K 0.04%
1,495
312
$279K 0.04%
3,043
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313
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6,152
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314
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2,330
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315
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900
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316
$270K 0.04%
998
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317
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6,570
318
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319
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320
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6,758
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321
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+102,500
322
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12,000
+11,909
323
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1,436
324
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1,020
-7
325
$256K 0.04%
1,050
+200
11 12
13
14 15