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
326
$252K 0.03%
2,970
327
$248K 0.03%
3,175
-1,545
328
$248K 0.03%
2,156
-67
329
$248K 0.03%
1,778
-181
330
$248K 0.03%
1,495
+1,007
331
$243K 0.03%
6,350
332
$242K 0.03%
2,364
333
$242K 0.03%
4,000
334
$241K 0.03%
2,288
+346
335
$240K 0.03%
3,656
+3,185
336
$238K 0.03%
1,710
+650
337
$237K 0.03%
2,700
338
$237K 0.03%
4,065
339
$234K 0.03%
1,219
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340
$233K 0.03%
9,167
+23
341
$233K 0.03%
2,343
342
$233K 0.03%
758
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343
$227K 0.03%
9,027
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344
$227K 0.03%
9,183
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345
$226K 0.03%
1,510
346
$225K 0.03%
640
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347
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3,203
348
$224K 0.03%
2,734
-100
349
$222K 0.03%
6,711
+1,469
350
$221K 0.03%
4,750
-239
12 13
14
15 16