AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
351
$220K 0.03%
5,000
352
$219K 0.03%
2,551
+2,326
353
$219K 0.03%
8,535
+83
354
$218K 0.03%
8,453
+82
355
$218K 0.03%
6,080
+4,600
356
$213K 0.03%
3,960
357
$213K 0.03%
5,285
+300
358
$211K 0.03%
445
-325
359
$210K 0.03%
5,961
360
$209K 0.03%
1,337
361
$206K 0.03%
2,300
362
$206K 0.03%
1,240
-15
363
$202K 0.03%
2,600
364
$201K 0.03%
4,714
365
$201K 0.03%
2,347
-125
366
$195K 0.03%
10,672
367
$195K 0.03%
610
368
$193K 0.03%
7,430
-400
369
$192K 0.03%
4,886
-182
370
$191K 0.03%
14,442
+30
371
$191K 0.03%
3,019
+100
372
$186K 0.03%
5,025
373
$185K 0.03%
3,480
374
$184K 0.03%
5,683
-703
375
$184K 0.03%
3,216
+2,499
13 14
15
16 17